LYON WEALTH ADVISORY LLC

Overview

Lyon Wealth Advisory LLC is an independent, individual-owned registered investment adviser structured as a limited liability company. The firm focuses on fee-based planning and portfolio management for individual and family clients, with an explicit emphasis on serving individuals and small businesses. Its advisory model relies on hourly charges and fixed fees rather than percentage-based asset fees. Lyon Wealth Advisory does not operate as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor or a pension consultant. The firm’s investment activity centers on conventional portfolio construction using pooled vehicles for core exposures while selectively incorporating real estate as an alternative allocation. Because the firm relies on third-party managers for alternatives, its approach is consistent with a boutique adviser that sources external fund managers rather than running in-house private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices