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LYONS WEALTH MANAGEMENT

WINTER PARK, FL · CRD 150581 · IAPD ↗ · 407 951 8710

$109.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — LYONS WEALTH MANAGEMENT notice-filed in CA, FL, IL, MN, NE, NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — LYONS WEALTH MANAGEMENT now reports 1 private fund(s) ($11.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.