Mitch Lyons Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers ongoing portfolio management and investment advisory services to individuals and high‑net‑worth clients, preparing written investment policy statements and providing discretionary portfolio implementation across mutual funds, equities, fixed income, ETFs, private equity funds and private placements. It tailors recommendations to client goals, risk tolerances and time horizons and documents client restrictions and investment instructions in each client’s plan.
Its investment approach blends multiple methods of analysis — charting, fundamental, technical, cyclical and quantitative analysis alongside modern portfolio theory — and it implements long‑term trading alongside options strategies (including covered and uncovered positions). The brochure highlights the material risks of options and non‑public investments and describes quarterly account reviews and monitoring tied to clients’ investment policies.
Noteworthy distinctions include the principal’s role as a licensed insurance agent who may recommend insurance products and receive commissions (a disclosed conflict documented in client files), and the firm’s practice of selecting third‑party model portfolios via a platform offered by AE Wealth Management, with the firm receiving a portion of advisory fees on assets placed in those models. The firm also requires use of specified custodians for account execution and, as of December 2025, reported no assets under management or active client accounts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Main office
8080 Myers Lake Ave NE
Rockford MI 49341
Advisors at this office
2
Most active in
Michigan · Texas
Also doing business as
Mitch Lyons Wealth · Mitch Lyons Wealth LLC · Mlw Advisory Services, LLC · Mwl Investments 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Mitchell L
Series 65, Series 66
Rockford, MI
Mitch Lyons Wealth LLC
Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.
Donald P
Series 65
Rockford, MI
Mitch Lyons Wealth LLC
Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.
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