Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future. Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works , but more importantly, what doesn't. Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support. Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.
View Top Employees from Lyons Wealth ManagementWebsite | http://www.lyonswealth.com |
Revenue | $5 million |
Employees | 15 (15 on RocketReach) |
Founded | 2009 |
Address | 1470 Gene St, Winter Park, Florida 32789, US |
Phone | (407) 951-8710 |
Fax | (407) 951-8720 |
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Industry | Investment Management, Finance General, Concentrated Stock, Finance, Single Stock, Tactical Management |
Competitors | Capital Markets Consultants, DIAMOND CREEK PLACE LLC, Jackson Grant, Manarin Investment Counsel, Professional Advisory Services, Inc. |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies |
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The Lyons Wealth Management annual revenue was $5 million in 2024.
Alan Jardeleza is the Managing Director | Wholesaler of Lyons Wealth Management.
15 people are employed at Lyons Wealth Management.
Lyons Wealth Management is based in Winter Park, Florida.
The NAICS codes for Lyons Wealth Management are [5611, 561, 56111, 56, 561110].
The SIC codes for Lyons Wealth Management are [874, 87].