# LYON WEALTH ADVISORS GROUP, LLC

LYON WEALTH ADVISORS GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 325041
- Type: SEC-registered investment adviser
- SEC file number: 801-133992
- Location: 8816 RED OAK BLVD., SUITE 140, CHARLOTTE, NC, 28217
- Phone: 704-424-9780
- Latest filing: 2026-01-29
- Regulatory AUM: $311.4M
- Discretionary AUM: $311.4M
- Clients: 3
- Accounts: 686

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Wesley Walden Lyon | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| Liam Dunning Fitzgerald | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325041/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325041/similar
- Related entities: https://search.stillhousedata.com/firm/325041/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325041

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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.