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LymanWealth LLC

Updated today

Total assets under management

$16,213,491

Total clients

231

0% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

77

Average account size

$70,188

About

LymanWealth LLC provides discretionary portfolio management to individuals and business entities seeking high‑risk capital growth through an automated trading program that invests exclusively in leveraged U.S. broad‑market exchange‑traded funds. As of January 29, 2026 the firm reported about $16.2 million in discretionary AUM, serves roughly 231 clients, and requires a minimum account balance to participate.

The firm’s models combine dollar‑cost averaging, value‑averaging and quantitative analysis to incrementally buy leveraged ETFs and place limit sell orders to capture gains, with daily trade decisions executed shortly after market open and no use of stop‑loss orders. Portfolios are not tailored to individual objectives and the strategy is described as suitable only for investors with aggressive, speculative risk tolerances and longer holding horizons.

Compared with many supported firms, LymanWealth is notable for an absence of high‑net‑worth clients and for offering a single, high‑volatility automated strategy rather than diversified advisory services. Operationally the firm relies on a hosted automated program integrated with Interactive Brokers’ API, does not aggregate trades across client accounts (using randomization to order executions), and maintains venture‑related outside activities among its principals — all factors that affect execution, operational risk and the timing of potential withdrawals.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

2.0% annually

Other

Account minimum: $25,000

Main office location

LymanWealth LLC

530 N Alpine Blvd

Alpine UT 84004, United States

Number of offices

1

Most active in

California · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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