LYONS WEALTH MANAGEMENT, LLC of WINTER PARK, FL is an SEC-registered investment adviser (CRD 150581). Regulatory assets under management: $109.1M.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Investment cos.
| Name | Role | Location |
|---|---|---|
| Alexander Read | CCO | Winter Park, FL |
| READ ALEXANDER | CCO; CEO; CEO/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| COSGROVE MICHAEL JAMES | MEMBER | — |
| MERRIGAN KERRY ANN | OFFICE MANAGER | — |
| FALCONER KERRY MERRIGAN | MANAGING DIRECTOR, OPERATIONS & CLIENT RELATIONS; MANAGING DIRECTOR, OPERATIONS & CLIENT RELATIONS / CCO; OFFICE MANAGER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LYONS WEALTH LEVERAGE YIELD FUND SEGREGATED PORTFOLIO | Hedge Fund | Cayman Islands | 3 | $4.8M | $100K |