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Building 2LYON WEALTH ADVISORS

Map pinCHARLOTTE, NC
Phone704-424-9780
NotebookSEC #801-133992
Total AUM
$311.4M
Employees
3
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8816 RED OAK BLVD.
SUITE 140
CHARLOTTE
NC 28217
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
704-424-9780

ReceiptFinancials

Total AUM
$311.4M
Accounts
686
Discretionary
$311.4M
Accounts
686
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$2.8M
HNW Individual Clients
115
AUM
$137.7M
Pension/Profit Sharing Plan Clients
102
AUM
$171M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGANCNHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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