Lyons Wealth Management

Lyons Wealth Management (CRD# 150581) is a financial advisory firm headquartered in Winter Park, FL. They manage $159,658,690 in 139 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
280 W. Canton Ave Ste 430, Winter Park, FL 32789
https://www.linkedin.com/company/lyons-wealth-management/
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $1,148,624
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NE, NH, NJ, OH, TX

Financial Advisors at Lyons Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Ferratusco, financial advisor Winter Park FL
Matthew N. Ferratusco
CRD#: 5995653
280 W. Canton Ave Ste 430, Winter Park, FL 32789

Matthew Ferratusco (CRD# 5995653) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 11 years of experience in the finance industry.

2
Alan Jardeleza, financial advisor Winter Park FL
Alan Jardeleza
CRD#: 3011932
280 W. Canton Ave Ste 430, Winter Park, FL 32789

Alan Jardeleza (CRD# 3011932) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 18 years of experience in the finance industry.

3
Jeroen Linders, financial advisor Winter Park FL
Jeroen Linders
CRD#: 6473178
280 W. Canton Ave Ste 430, Winter Park, FL 32789

Jeroen Linders (CRD# 6473178) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 9 years of experience in the finance industry.

4
Alexander Read, financial advisor Winter Park FL
Alexander Read
CRD#: 2254224
280 W. Canton Ave Ste 430, Winter Park, FL 32789

Alexander Read (CRD# 2254224) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 30 years of experience in the finance industry.

5
Corey Roun, financial advisor Winter Park FL
Corey D. Roun
CRD#: 5690788
280 W. Canton Ave Ste 430, Winter Park, FL 32789

Corey Roun (CRD# 5690788) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 14 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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