Mitch Lyons Wealth LLC

The firm offers ongoing portfolio management and investment advisory services to individuals and high‑net‑worth clients, preparing written investment policy statements and providing discretionary portfolio implementation across mutual funds, equities, fixed income, ETFs, private equity funds and private placements. It tailors recommendations to client goals, risk tolerances and time horizons and documents client restrictions and investment instructions in each client’s plan.

Its investment approach blends multiple methods of analysis — charting, fundamental, technical, cyclical and quantitative analysis alongside modern portfolio theory — and it implements long‑term trading alongside options strategies (including covered and uncovered positions). The brochure highlights the material risks of options and non‑public investments and describes quarterly account reviews and monitoring tied to clients’ investment policies.

Noteworthy distinctions include the principal’s role as a licensed insurance agent who may recommend insurance products and receive commissions (a disclosed conflict documented in client files), and the firm’s practice of selecting third‑party model portfolios via a platform offered by AE Wealth Management, with the firm receiving a portion of advisory fees on assets placed in those models. The firm also requires use of specified custodians for account execution and, as of December 2025, reported no assets under management or active client accounts.