Lyons Wealth Management

  • Investment Bank/Securities Brokerage
  • Winter Park FL
  • 13 employees
  • Investment Management
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Company Overview

Headquarters
1470 Gene St, Winter Park FL
Website
lyonswealth.com
Phone
(407) 951-8710
Employees
13
Founded in
2009
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 561 Companies
NAICS Code 561110 Companies
NAICS Code 56 Companies
NAICS Code 56111 Companies
NAICS Code 5611 Companies
SIC Code
SIC Code 87 Companies
SIC Code 874 Companies
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Financials & Stats

Revenue

$5B

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Who is Lyons Wealth Management

Lyons Wealth Management is an award-winning wealth management firm based in Winter Park, Florida. Founded in 2009, the company employs 13 individuals and generates an annual revenue of $5 million. Lyons Wealth Management specializes in providing financial advice and investment strategies to affluent clients. Their approach centers on a financial planning-based model, tailoring investment solutions to each client's individual goals and future aspirations. The firm emphasizes a fiduciary responsibility, prioritizing the best interests of their clients. With over 90 years of combined experience, the Lyons Wealth Management team leverages their extensive knowledge to develop innovative and forward-thinking investment strategies. They recognize that conventional buy-and-hold methods may not be sufficient in today's rapidly evolving financial markets and strive to create solutions that adapt to the changing investment landscape. Clients can learn more about Lyons Wealth Management and its services by visiting their website at lyonswealth.com.

Lyons Wealth Management Industry Tags

Concentrated Stock
Single Stock
Tactical Management
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Lyons Wealth Management Tech Stack

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FAQ

What is the location of Lyons Wealth Management's headquarters?
The headquarters of Lyons Wealth Management are situated at 1470 Gene St, Winter Park FL
What is Lyons Wealth Management's phone number?
Lyons Wealth Management's contact number is (407) 951-8710.
What is Lyons Wealth Management's official website?
The official website of Lyons Wealth Management can be found at lyonswealth.com.
What is Lyons Wealth Management's current revenue?
As of February 2015, Lyons Wealth Management's annual revenue reached $5B.
How many employees does Lyons Wealth Management currently have?
Lyons Wealth Management employs approximately 13+ people as of February 2015
Which industries is Lyons Wealth Management primarily operating in?
Lyons Wealth Management operates in the following industries: Investment Management
What are Lyons Wealth Management's industry tags?
Lyons Wealth Management's industry tags include: Concentrated Stock, Single Stock, Tactical Management
When was Lyons Wealth Management founded?
Lyons Wealth Management was founded in 2009.

Employee Directory

Key Employees

Bobby Lyons

President

Phone Email

Bradley Stanton

Business Development Specialist

Phone Email

Corey Roun

Sr. Director of Trading & Derivative Strategies

Phone Email