LYONS WEALTH MANAGEMENT, LLC
B62
CRD 150581·SEC 801-70437·WINTER PARK, FL
AUM
$109.1M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$327K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $154.8M
'21 · $95.1M
'22 · $99.2M
'23 · $174.2M
'25 · $127.0M
'26 · $109.1M
'20'26
$154.8M → $109.1M▼ -29%
Client mix
| Individuals Other | 106 |
| Pension Profit Sharing Plans | 4 |
| Investment Companies | 1 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 4 advisors
'26 · 3 advisors
'20'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1470 GENE STREETWINTER PARK, FL 32789
Business
1470 GENE STREETWINTER PARK, FL 32789
Edgar Recent Filings
13F-HR2020-02-13 · 0001085146-20-000626
13F-HR2019-11-12 · 0001085146-19-002825