Data / Investment advisers / Florida / Lyons Wealth Management
Lyons Wealth Management, Winter Park, FL: $109 million AUM, SEC registered investment adviser
Lyons Wealth Management is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $109 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include individuals, investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 150581
- SEC file number
- 801-70437
- SEC status
- Approved, effective July 28, 2009
- Legal name
- Lyons Wealth Management, LLC
- Main office
- 174 W Comstock Ave Suite 114, 115, & 109, Winter Park, FL 32789
- Phone
- (407) 951-8710
- Regulatory AUM
- $109,121,693 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $109,121,693
- Accounts
- 112
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $4,758,601
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 106 | $83.1 million |
| Investment companies | 1 | $17.9 million |
| Pooled investment vehicles | 1 | $4.8 million |
| Pension and profit sharing plans | 4 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $109.1 million | April 1, 2026 |
| December 1, 2025 | $127 million | April 1, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Coastal Investment Company, LLC | Winter Park | $262.9 million | 41 | adviserinfo.sec.gov |
| Matthias Private Wealth, LLC | Winter Park | $242.8 million | Not listed | adviserinfo.sec.gov |
| Ponta Wealth Partners, LLC | Winter Park | $214.3 million | Not listed | adviserinfo.sec.gov |
| Rivertree Advisors, LLC | Winter Park | $184.4 million | Not listed | adviserinfo.sec.gov |
| Sandhill Wealth Management, Inc. | Winter Park | $118.5 million | Not listed | adviserinfo.sec.gov |
| Alphaq Advisors | Winter Park | $90.6 million | Not listed | adviserinfo.sec.gov |
| Lyons Investment Management | Winter Park | $73.1 million | Not listed | adviserinfo.sec.gov |
| Vestapoint LLC | Winter Park | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving investment companies
- Advisers that manage private funds
- Lyons Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.