Alcyon Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$352,112,308
Clients
383
Advisors
3
of 5 employees
About
Alcyon Wealth Partners serves high‑net‑worth individuals, families, trusts, estates, charitable organizations and businesses, and notes a particular focus on providing family‑office style services to client families and professional athletes. The firm provides comprehensive wealth management including financial planning, discretionary portfolio management, consolidated reporting, family governance and bill‑payment support, and had approximately $315.6 million in discretionary assets under management as of July 25, 2025.
The advisor takes a primarily long‑term approach to investing while employing both fundamental and technical analysis to construct diversified portfolios of mutual funds, ETFs, individual stocks and bonds, and may use private investments or retain legacy holdings for tax or portfolio‑fit reasons. Strategies are tailored to each client’s goals and risk tolerance, clients may place reasonable restrictions, and the firm states it acts as a fiduciary under applicable law.
Distinctive features disclosed in the brochure include an explicit family‑office service offering and a stated emphasis on professional athletes, an affiliated insurance agency (Alcyon Risk Solutions) through which advisers may receive commission compensation for insurance products, and an institutional platform relationship with Fidelity that provided research, technology and launch support. The firm also recently commenced operations as an SEC‑registered adviser in May 2025 (after being founded in 2008) and discloses policies aimed at managing conflicts from personal trading and custodian economic benefits.
Client services
Expertise
Occupation focus
Fee options
1.00% to 2.00% annually (negotiable based on factors including asset size and complexity)
Certain advisory persons, as independent insurance professionals, may earn customary commissions on insurance product sales separate from advisory fees.
Fee-only: Wealth management fees based on assets under management; range from 1.00% to 2.00% annually, payable quarterly in advance.
Main office
5121 Mahoning Avenue, Suite 101
Youngstown OH 44515-1847
Advisors at this office
3
Most active in
Arizona · Colorado · Florida · Georgia · Louisiana · Missouri · New Hampshire · North Carolina · Ohio · Pennsylvania · Texas
Also doing business as
Alcyon Wealth Advisors, LLC · Alcyon Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas B
Series 66
Youngstown, OH
Alcyon Wealth Partners
Nicholas Bianco is a financial advisor at Alcyon Wealth Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Before entering the financial industry, he was employed at Golf Headquarters and Youngstown State University. Alcyon Wealth Partners serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, with a focus on family-office style services for client families and professional athletes. The firm offers comprehensive wealth management including financial planning, discretionary portfolio management, family governance, and bill-payment support, managing approximately $315.6 million in discretionary assets as of July 2025.
Don S
Series 63, Series 65
Youngstown, OH
Alcyon Wealth Partners
Don Sherwood is a financial advisor at Alcyon Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services Advisors, Inc. for over 16 years. Outside of advisory work, he owns and operates a restaurant, Sam’s Wedge Inn, in Austintown, Ohio. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and select professional athletes. The firm offers customized portfolios using a range of investment vehicles and emphasizes family governance and succession planning within a fiduciary, discretionary management framework.
Marc P
Series 63, Series 65
Youngstown, OH
Alcyon Wealth Partners
Marc Presley is a financial advisor with Alcyon Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Raymond James Financial Services and is involved in several entrepreneurial ventures, including ownership of Alcyon Hospitality, which operates a restaurant called Sam's Wedge Inn, and partnership in Alcyon Realty, a real estate investment firm. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth clients, including professional athletes, offering customized portfolios that combine mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework.
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