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ALCYON WEALTH PARTNERS

YOUNGSTOWN, OH · CRD 334909 · IAPD ↗ · (330) 797-4088

$356.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — ALCYON WEALTH PARTNERS notice-filed in CO, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — ALCYON WEALTH PARTNERS notice-filed in AZ, FL, GA, MO, NC, NH, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
December 2025 — ALCYON WEALTH PARTNERS now reports custody of client assets ($52.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
June 2025 — ALCYON WEALTH ADVISORS, LLC is now doing business as ALCYON WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
May 2025 — ALCYON WEALTH ADVISORS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
April 2025 — ALCYON WEALTH ADVISORS, LLC (YOUNGSTOWN, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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