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 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.

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
Benjamin Lyman	Alpine, UT	4
Brett Lyman	Alpine, UT	4
Mark Lyman	Alpine, UT	2

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