LYLES WEALTH MANAGEMENT LLC

Overview

Lyles Wealth Management LLC is an independent registered investment adviser operating as a limited liability company with an individual owner structure. The firm serves a mix of individual and family clients alongside some institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible—Lyles charges based on a percentage of assets under management and also offers hourly and fixed-fee engagements—allowing it to tailor pricing to planning work, ongoing portfolio oversight, or one-off consulting. Investment activity is tilted toward public equities, with exchange-traded equities representing the single largest asset class on the books. The adviser uses both listed equities and pooled vehicles (mutual funds and ETFs) as core building blocks. Lyles supplements public market exposure with allocations to alternative managers—notably private placements and real estate—while also employing annuities where client objectives call for guaranteed income features. The firm does not identify as an active ESG investor and concentrates custody with a single primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices