Lyons Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$83,064,572
Clients
106
Advisors
4
across 2 offices
About
Lyons Wealth Management provides discretionary investment management to individuals, associated trusts and estates, pension and profit‑sharing plans, and other legal entities. The firm offers customized portfolios and advisory services across a range of strategies — including core income, tactical allocation, options income and algorithmic overlay — and also delivers model portfolios to third‑party platforms and acts as a sub‑advisor to other registered advisers and wrap programs.
The firm combines fundamental and technical security analysis with quantitative risk models and option‑based strategies, using tools such as covered calls, collars, systematic algo trading, and portfolio margin to pursue income and tactical risk management. Lyons also manages nontraditional holdings for certain clients, including private fund interests and digital assets held in custody by a third‑party trust provider, and makes its strategies available to other advisers via model marketplaces.
Several features distinguish Lyons from many peers: an affiliated commodity trading business registered as a CTA, arrangements with an affiliated investment adviser that manages a small‑cap sleeve, sponsorship and sub‑advisory roles for private fund vehicles, and a principal who is a registered representative of an unaffiliated broker‑dealer that distributes a private fund held in IRAs — all of which the firm discloses and monitors for conflicts. The firm also uses performance‑based fee arrangements for qualified clients and employs derivatives and portfolio margin in separately managed accounts, practices that increase leverage and require additional client approvals and risk consideration.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
1.50% annually (generally for Tactical Allocation, Enhanced Yield, Overlay, Asset Mix, Innovation Growth portfolios at Altruist, tastytrade, Interactive Brokers)
Commissions received by Alexander Read from sale of private fund interests through Innovation Partners LLC.
Performance fee of 2% management fee and 20%-30% performance fee for Algo Overlay portfolio; as well as performance fees from private fund management shared between LWM and affiliates.
Account minimum: $100,000 (Tactical Allocation Portfolio and Asset Mix account), $250,000 (Lyons Enhanced Yield account), $500,000 (Options Income account) Fee-only: Annual investment management fees ranging generally from 1.50% to 1.25%, varying by strategy and custodian
Main office
See office174 W Comstock Ave Suite 114, 115, & 109
Winter Park FL 32789
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Florida · Illinois · Minnesota · Nebraska · New Hampshire · Texas
Also doing business as
Lyons Wealth Management · Lyons Wealth Management, LLC · Meerkat Hedge Partners Fund Lp · Mj Investing Advisors
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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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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
Jeroen L
Series 65
Winter Park, FL
Lyons Wealth Management
Jeroen Linders is a financial advisor at Lyons Wealth Management in Winter Park, FL, holding a Series 65 designation with nine years of industry experience. He has been with Lyons Wealth Management since 2015 and is also a pilot for Helicopters Inc., where he is responsible for flying news helicopters and coordinating coverage in the Orlando area. Lyons Wealth Management provides discretionary investment management and advisory services to individuals, trusts, estates, and institutional clients. The firm uses a combination of fundamental and technical analysis with quantitative risk models and option-based strategies, offering customized portfolios and model strategies to clients and other advisers.
Jackson L
Series 63, Series 66, Series 65
Bonita Springs, FL
Lyons Wealth Management
Jackson Lounsberry is a financial advisor at Lyons Wealth Management with 20 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses. His prior roles include positions at MoneyBlock, Sia Capital Management LLC, and Great Lakes Advisors, among others. Lyons Wealth Management provides discretionary investment management to individuals, trusts and estates, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios and advisory services that combine fundamental and technical analysis with quantitative risk models and option-based strategies, serving both direct clients and third-party platforms.
Austin J
Series 65
Winter Park, FL
Lyons Wealth Management
Austin Jack is a financial advisor at Lyons Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Black Legend Capital and Truventic, LLC. Prior to entering the advisory field, he spent ten years at Publix Supermarkets. Lyons Wealth Management provides discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers customized portfolios and advisory services using a combination of fundamental and technical analysis, quantitative risk models, and options-based strategies to pursue income and tactical risk management.
Alexander R
Series 63, Series 65
Winter Park, FL
Lyons Wealth Management
Alexander Read is a financial advisor with Lyons Wealth Management in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lyons Wealth Management since 2009 and previously operated Alexander Read Investment Management, Inc. from 1998 to 2009. Lyons Wealth Management provides discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental and technical analysis, quantitative risk models, and option-based strategies across a variety of portfolio approaches, including managing alternative assets and offering model portfolios to third-party platforms.
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