Lyles Wealth Management LLC

Lyles Wealth Management LLC (CRD# 299373) is a financial advisory firm headquartered in Calhoun, GA. They manage $30,775,341 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
105 Laurel Creek Rd., Suite 11b, Calhoun, GA 30701
https://lyleswealth.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $196,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Lyles Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adrian Lyles, financial advisor Calhoun GA
Adrian D. Lyles
CRD#: 5889785
105 Laurel Creek Rd., Suite 11b, Calhoun, GA 30701

Adrian Lyles (CRD# 5889785) is an Investment Advisor Representative working at Lyles Wealth Management LLC in Calhoun, GA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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