A complete list of active advisors currently associated with LymanWealth LLC
Warmer can help you find a great advisor at LymanWealth LLC or one who fits your needs even better.
LymanWealth LLC provides discretionary portfolio management to individuals and business entities seeking high‑risk capital growth through an automated trading program that invests exclusively in leveraged U.S. broad‑market exchange‑traded funds. As of January 29, 2026 the firm reported about $16.2 million in discretionary AUM, serves roughly 231 clients, and requires a minimum account balance to participate. The firm’s models combine dollar‑cost averaging, value‑averaging and quantitative analysis to incrementally buy leveraged ETFs and place limit sell orders to capture gains, with daily trade decisions executed shortly after market open and no use of stop‑loss orders. Portfolios are not tailored to individual objectives and the strategy is described as suitable only for investors with aggressive, speculative risk tolerances and longer holding horizons. Compared with many supported firms, LymanWealth is notable for an absence of high‑net‑worth clients and for offering a single, high‑volatility automated strategy rather than diversified advisory services. Operationally the firm relies on a hosted automated program integrated with Interactive Brokers’ API, does not aggregate trades across client accounts (using randomization to order executions), and maintains venture‑related outside activities among its principals — all factors that affect execution, operational risk and the timing of potential withdrawals.
To learn more about the advisors currently working at LymanWealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alpine, UT
| 4
| |
Alpine, UT
| 4
| |
Alpine, UT
| 1
|
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