Lyon Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$311,416,264
Total clients
123
93% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
41
Average account size
$2,531,840
About
Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, retirement and pension plans, and plan participants. The firm typically begins client relationships by developing an Investment Policy Statement to document financial circumstances, goals and risk tolerance and offers retirement-plan consulting and coordination with third‑party administrators when requested.
The firm implements customized strategies using model portfolios grounded in Modern Portfolio Theory and primarily invests through low‑cost mutual funds and ETFs, often in institutional share classes. For certain client accounts, Lyon Wealth delegates day‑to‑day discretionary management to an independent sub‑adviser that manages asset allocation among diversified funds and alternative exposures consistent with each client’s IPS.
A notable feature of the firm is its affiliation with a tax and business advisory practice and an events/publishing entity focused on dentists and other specialists; these related entities may refer clients without receiving referral fees and host seminars, podcasts and newsletters that clients may be invited to attend. The combination of professional affiliation with an accounting/tax practice serving a niche occupation and the firm’s use of educational workshops distinguishes Lyon Wealth Advisors from many peers in the supported‑advisor category.
Client services
Expertise
Occupation focus
Fee options
$0 - $2 million: 1.00% $2 million - $5 million: 0.75% $5 million - $10 million: 0.50% $10 million+: 0.40%
Account minimum: $250,000 Fee-only: Advisory fees based on assets under management; no commissions or performance fees charged.
Main office location
Lyon Wealth Advisors
8816 Red Oak Blvd., Suite 140
Charlotte NC 28217, United States
Number of offices
1
Most active in
Alabama · California · Colorado · Florida · Georgia · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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