Lyon Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,463,334
Clients
123
Advisors
3
of 3 employees
About
Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, retirement and pension plans, and plan participants. The firm typically begins client relationships by developing an Investment Policy Statement to document financial circumstances, goals and risk tolerance and offers retirement-plan consulting and coordination with third‑party administrators when requested.
The firm implements customized strategies using model portfolios grounded in Modern Portfolio Theory and primarily invests through low‑cost mutual funds and ETFs, often in institutional share classes. For certain client accounts, Lyon Wealth delegates day‑to‑day discretionary management to an independent sub‑adviser that manages asset allocation among diversified funds and alternative exposures consistent with each client’s IPS.
A notable feature of the firm is its affiliation with a tax and business advisory practice and an events/publishing entity focused on dentists and other specialists; these related entities may refer clients without receiving referral fees and host seminars, podcasts and newsletters that clients may be invited to attend. The combination of professional affiliation with an accounting/tax practice serving a niche occupation and the firm’s use of educational workshops distinguishes Lyon Wealth Advisors from many peers in the supported‑advisor category.
Client services
Expertise
Occupation focus
Fee options
$0 - $2 million: 1.00% $2 million - $5 million: 0.75% $5 million - $10 million: 0.50% $10 million+: 0.40%
Account minimum: $250,000 Fee-only: Advisory fees based on assets under management; no commissions or performance fees charged.
Main office
8816 Red Oak Blvd., Suite 140
Charlotte NC 28217
Advisors at this office
3
Most active in
Alabama · California · Colorado · Florida · Georgia · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Lyon Wealth Advisors · Lyon Wealth Advisors Group, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Lee M
CFP®, Series 63
Charlotte, NC
Lyon Wealth Advisors
Lee Mann is a CFP® and holds a Series 63 license with 12 years of industry experience. He has worked at Lyon Wealth Advisors Group, LLC since 2024 and previously spent 10 years with The Vanguard Group, Inc. in Charlotte, NC. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized strategies based on Modern Portfolio Theory, using low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice and an events and publishing entity focused on dentists and other specialists.
Liam F
CFP®, Series 66
Charlotte, NC
Lyon Wealth Advisors
Liam Fitzgerald is a CFP® certificant with six years of industry experience, currently serving as an advisor at Lyon Wealth Advisors. His prior work includes roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory, investing primarily in low-cost mutual funds and ETFs, and has affiliations with a tax and business advisory practice as well as an events and publishing entity focused on dentists and other specialists.
Wesley L
CFP®, Series 63, Series 65
Charlotte, NC
Lyon Wealth Advisors
Wesley Lyon II is a CFP® with six years of industry experience currently serving at Lyon Wealth Advisors in Charlotte, NC. He has previously worked at Dimensional Fund Advisors and United Capital Financial Advisors. He is also President and CEO of McGill and Lyon Dental Advisors, a tax and business planning firm serving dentists and specialists, and serves as a speaker for The McGill & Hill Group, which hosts educational events for similar professionals. Lyon Wealth Advisors provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized investment strategies grounded in Modern Portfolio Theory and maintains affiliations with tax and business advisory services focused on dentists and specialists.
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