LYON WEALTH ADVISORS GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 325041). Regulatory assets under management: $311.4M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Wesley Walden Lyon | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| Liam Dunning Fitzgerald | CHIEF COMPLIANCE OFFICER | — |