Lyon Wealth Advisors Group, Llc
- Regulatory AUM
- $311M
- Discretionary
- $311M
- Clients
- 225
- Avg AUM / client
- $1.4M
- Accounts
- 686
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $2.8M | 0.9% |
| High net worth individuals | 115 | $138M | 44.2% |
| Pension and profit sharing plans | 102 | $171M | 54.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Liam Dunning Fitzgerald | Registered representative | CFP | Mar 2023 (3y) | |
| Wesley Walden Lyon | Registered representative | CFP | Mar 2023 (3y) | |
| Lee Thomas Mann | Registered representative | CFP | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $211M (68% of AUM) Jan 2026
- Empower Financial Services, Inc. $78.7M (25% of AUM) Jan 2026
- American Trust Baa $16.0M (8% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗