LymanWealth LLC
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About
LymanWealth LLC provides discretionary portfolio management to individual investors who seek high-risk capital growth through automated model portfolios built exclusively from leveraged exchange-traded funds. The firm manages roughly $22.6 million for about 298 clients and uses a percentage-of-assets fee model while offering only portfolio management services.
Investment decisions are driven by a quantitative algorithm that combines dollar-cost averaging, value-averaging and other systematic rules to trade leveraged ETFs (examples used include TQQQ, SPXL, TECL and SOXL). The program evaluates and places trades shortly after market open, sets LIMIT SELL orders to capture gains, reinvests captured profits by default, does not use stop-loss orders and will hold positions through downturns rather than selling at a loss, making the strategy suitable only for investors with an aggressive, speculative risk tolerance.
Compared with many peers, the firm’s client base is primarily retail and does not include high-net-worth individuals, an uncommon profile for supported firms in this category. Management’s engineering and software backgrounds, the firm’s operational reliance on Interactive Brokers’ API and AWS hosting, and a disclosed set of affiliated venture and real-estate entities are additional features that distinguish its operational and business profile from typical advisory firms.
Client services
Expertise
Fee options
2.0% annually
Account minimum: $25,000
Main office
530 N Alpine Blvd
Alpine UT 84004
Advisors at this office
3
Most active in
California · Idaho · Texas · Utah
Also doing business as
Lymanwealth · Lymanwealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
Mark L
Series 65
Alpine, UT
LymanWealth LLC
Mark Lyman is a financial advisor at LymanWealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at ConvergeOne since 2012. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios using leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that applies systematic trading rules to leveraged ETFs.
Brett L
Series 65
Alpine, UT
LymanWealth LLC
Brett Lyman is a financial advisor at LymanWealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Entrata, Aumni, and Podium Corp Inc. before joining LymanWealth. LymanWealth LLC provides discretionary portfolio management to individual investors seeking high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm uses a quantitative algorithm to drive investment decisions and primarily serves retail clients.
Benjamin L
Series 65
Alpine, UT
LymanWealth LLC
Benjamin Lyman is a financial advisor with LymanWealth LLC, holding a Series 65 credential and four years of industry experience. Prior to joining LymanWealth in 2025, he worked for IMFT, Micron, and Texas Instruments from 2013 to 2025. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that combines dollar-cost averaging, value-averaging, and other systematic rules to trade leveraged ETFs.
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