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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LYONS WEALTH MANAGEMENT

LYONS WEALTH MANAGEMENT, LLC, CRD 150581

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7368bbd3-994b-f9f1-a9a4-8f7d4db5e7fe

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 4
On other graphs: 0
Observed: Apr 3, 2012 to Apr 1, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.21 institutional_share=0.03 related_bd=false related_bank=true bd_reps=2.0 bank_owner=false
Regulatory AUM: $109MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $109M
Private client RAUM: $83.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $27.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 112
Individual clients: 106
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
SEC number: 801-70437
CRD: 150581
Filings on the tape: 42
First filed: Apr 3, 2012
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
Austin Jack	n/a	WINTER PARK, FL	12	1	no
ALEXANDER READ	n/a	WINTER PARK, FL	33	3	yes
JEROEN LINDERS	n/a	WINTER PARK, FL	11	3	no
JACKSON JOHN LOUNSBERRY	n/a	WINTER PARK, FL \| Bonita Springs, FL	29	5	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MEERKAT HEDGE PARTNERS FUND, LP	Hedge Fund	$835,892	Sep 1, 2017	16	Apr 3, 2012	dropped	021-135847

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
READ, ALEXANDER	Cco	E	yes	06/2009	Apr 3, 2012	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GREAT NORTHERN ASSET MANAGEMENT, INC.	n/a	Independent wealth	$73.1M	N	yes	n/a
LYONS TRADING GROUP	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$109M	$109M	4	3	0	1	n/a
2024	Apr 1, 2025	$127M	$127M	4	4	0	1	n/a
2023	Mar 26, 2024	$160M	$160M	7	4	0	n/a	n/a
2022	Mar 27, 2023	$180M	$180M	7	3	0	n/a	n/a
2021	Mar 29, 2022	$148M	$148M	4	2	0	n/a	n/a
2020	Mar 31, 2021	$99.2M	$99.2M	4	2	0	n/a	n/a
2019	Apr 1, 2020	$95.4M	$95.4M	4	2	0	n/a	n/a
2018	Feb 13, 2019	$155M	$155M	4	2	0	n/a	n/a
2017	Mar 30, 2018	$185M	$185M	6	4	0	n/a	n/a
2016	Feb 16, 2017	$199M	$199M	6	4	n/a	1	$835,892
2015	Feb 23, 2016	$234M	$234M	9	7	n/a	1	$1.2M
2014	Mar 31, 2015	$261M	$261M	10	8	n/a	1	$1.5M
2013	Jan 23, 2014	$208M	$208M	10	8	n/a	1	$1.5M
2012	Mar 28, 2013	$161M	$161M	10	8	n/a	1	$1.5M
2011	Apr 3, 2012	$439M	$439M	n/a	n/a	n/a	1	$1.5M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	50.0%	1	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$109M	$127M	-14.1%	$180M	-15.4%	4	4	0	0

Relationships

Registered with (10)

← JACKSON JOHN LOUNSBERRYAdvisorregistration: current employment
Aug 18, 2026 to presentfactForm ADV
← JEROEN LINDERSAdvisorregistration: previous registration
Nov 14, 2017 to Dec 31, 2025factForm ADV
← ALEXANDER READAdvisorregistration: previous registration
Sep 16, 2009 to Dec 31, 2025factForm ADV
← Austin JackAdvisorregistration: previous registration
Aug 7, 2025 to Dec 31, 2025factForm ADV
← Alan JardelezaAdvisorregistration: previous registration
Apr 2, 2026 to Jun 12, 2026factForm ADV
← COREY DAVID ROUNAdvisorregistration: previous registration
Jan 11, 2010 to Dec 31, 2025factForm ADV
← MATTHEW NICHOLAS FERRATUSCOAdvisorregistration: previous registration
Jun 11, 2012 to Aug 7, 2025factForm ADV
← THOMAS JON CASPERAdvisorregistration: previous registration
Jun 8, 2023 to Aug 15, 2023factForm ADV
← IAN THOMAS ROBERTSONAdvisorregistration: previous registration
Oct 24, 2013 to May 26, 2015factForm ADV
← Eric James GlassbrennerAdvisorregistration: previous registration
Feb 15, 2011 to Apr 15, 2014factForm ADV

Affiliated with (2)

→ LYONS INVESTMENT MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← LYONS INVESTMENT MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← READ, ALEXANDEROwnerCCO, ownership code E, individual
Apr 3, 2012 to Mar 26, 2024factForm ADV

Advises (1)

→ MEERKAT HEDGE PARTNERS FUND, LPPrivate fundHedge Fund, IA, no longer reported
Apr 3, 2012 to Sep 1, 2017factForm ADV

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
Alan Jardeleza left Lyons Wealth Management for Alan & Company, Llc (registered 2026-06-17)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Corey David Roun left Lyons Wealth Management for Syntheticfi Llc (registered 2026-02-05)
Form ADVobserved 6 days ago
Occurred
Aug 7, 2025
Advisor changed firm
Matthew Nicholas Ferratusco left Lyons Wealth Management for Gfg Solutions (registered 2026-01-13)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2023
Advisor changed firm
Thomas Jon Casper left Lyons Wealth Management for Stansberry Asset Management, Llc (registered 2023-09-14)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7368bbd3-994b-f9f1-a9a4-8f7d4db5e7fe
First observed: Apr 3, 2012
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LYONS WEALTH MANAGEMENT

LYONS WEALTH MANAGEMENT, LLC, CRD 150581

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7368bbd3-994b-f9f1-a9a4-8f7d4db5e7fe

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Austin Jack

n/a

WINTER PARK, FL

ALEXANDER READ

n/a

WINTER PARK, FL

yes

JEROEN LINDERS

n/a

WINTER PARK, FL

JACKSON JOHN LOUNSBERRY

n/a

WINTER PARK, FL | Bonita Springs, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MEERKAT HEDGE PARTNERS FUND, LP

Hedge Fund

$835,892

Sep 1, 2017

Apr 3, 2012

dropped

021-135847

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

READ, ALEXANDER

Cco

yes

06/2009

Apr 3, 2012

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREAT NORTHERN ASSET MANAGEMENT, INC.

n/a

Independent wealth

$73.1M

yes

n/a

LYONS TRADING GROUP

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$109M

n/a

2024

Apr 1, 2025

$127M

n/a

2023

Mar 26, 2024

$160M

n/a

2022

Mar 27, 2023

$180M

n/a

2021

Mar 29, 2022

$148M

n/a

2020

Mar 31, 2021

$99.2M

n/a

2019

Apr 1, 2020

$95.4M

n/a

2018

Feb 13, 2019

$155M

n/a

2017

Mar 30, 2018

$185M

n/a

2016

Feb 16, 2017

$199M

n/a

$835,892

2015

Feb 23, 2016

$234M

n/a

$1.2M

2014

Mar 31, 2015

$261M

n/a

$1.5M

2013

Jan 23, 2014

$208M

n/a

$1.5M

2012

Mar 28, 2013

$161M

n/a

$1.5M

2011

Apr 3, 2012

$439M

n/a

$1.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$109M

$127M

-14.1%

$180M

-15.4%