# LYONS WEALTH MANAGEMENT, LLC

LYONS WEALTH MANAGEMENT, LLC of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150581
- Type: SEC-registered investment adviser
- SEC file number: 801-70437
- Location: 280 W. CANTON AVE STE 430, WINTER PARK, FL, 32789
- Phone: 407 951 8710
- Latest filing: 2026-04-01
- Regulatory AUM: $109.1M
- Discretionary AUM: $109.1M
- Clients: 4
- Accounts: 112

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150581/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150581/similar
- Related entities: https://search.stillhousedata.com/firm/150581/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150581

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.