LYLES WEALTH MANAGEMENT LLC

LYLES WEALTH MANAGEMENT LLC of CALHOUN, GA is an SEC-registered investment adviser (CRD 299373). Regulatory assets under management: $41.4M.

Registration

• CRD: 299373
• Type: Registered investment adviser
• Location: 105 LAUREL CREEK RD., CALHOUN, GA, 30701
• Phone: 770-630-9259
• Latest filing: 2026-03-05
• Regulatory AUM: $41.4M
• Discretionary AUM: $39.9M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 163

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299373 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search