LYON WEALTH ADVISORS
Charlotte, United States · CRD 325041
SEC-registered investment adviser since 2025 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$311.4m
- Main clients (by assets)Pension plans 55%, High net worth individuals 44%
- Form ADV · 2026-01-29SEC adviser record
- Kindinstitutions
- Others nearbyCharlotte, NC
As an employer
- Staff (Form ADV)3 · 3 in investment roles
- Offices in1 country