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LYON WEALTH ADVISORS GROUP, LLC, CRD 325041
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WESLEY WALDEN LYON | Certified Financial Planner | CHARLOTTE, NC | 3 | 11 | 2 | no |
| Liam Dunning Fitzgerald | Certified Financial Planner | CHARLOTTE, NC | 3 | 11 | 1 | no |
| LEE THOMAS MANN | Certified Financial Planner | CHARLOTTE, NC | 2 | 12 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Fitzgerald, Liam, Dunning | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2026 | Jan 29, 2026 | Jan 29, 2026 |
| LYON, WESLEY, WALDEN | Manager | E | yes | 01/2023 | Jan 29, 2026 | Jan 29, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 29, 2026 | $311M | $311M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $311M | n/a | n/a | n/a | n/a | 3 | n/a | 0 | n/a |