Lymanwealth LLC

Overview

Lymanwealth LLC operates as a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm’s stated investment preference is equities: its SMA assets are allocated to exchange-traded equities, indicating a stock- and ETF-driven approach rather than a fixed-income or cash-heavy model. Services are delivered on a discretionary basis under a percentage-of-AUM fee arrangement, emphasizing ongoing portfolio management rather than one-off financial planning projects. The firm does incorporate alternative exposures into client programs, specifically private equity and real estate through third-party managers, while continuing to use mutual funds for broader diversification or core holdings. Lymanwealth LLC is not an ESG-focused manager and is not registered as a multi-state adviser; its activity profile aligns with a focused boutique RIA serving retail and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices