# Lyons Wealth Management

- **Website:** <https://lyonswealth.com>
- **Primary alias:** `lyonswealth.com`
- **Founded:** 2009
- **Employees:** 11+
- **Location:** Winter Park, Florida, United States
- **Company kind:** PRIVATELY HELD

## Description

Lyons Wealth is a fiduciary wealth management firm serving high-net-worth families, individual investors, financial professionals and registered investment advisors, and institutional investors. Since 2007, the firm has emphasized putting clients’ interests first, with a transparent fee structure and portfolios designed to grow and protect wealth. Its approach combines proactive investment management with concentrated, actively managed solutions intended to pursue growth, capture upside, and preserve capital across market cycles.

Lyons Wealth offers a range of investment strategies and educational resources. These include personalized tax-smart investing, solutions for investors with large concentrated stock positions, an algorithmic trading strategy, and the Lyons Small Cap Value Strategy, which uses fundamental research and a proprietary GRAPES valuation model to assess mid-, small-, and micro-cap companies. The firm also provides information on Roth conversions and traditional IRAs, and lists a Lyons Tactical Allocation Portfolio. Clients and prospective investors can explore strategies, learn about the firm’s team and process, or arrange a private conversation with an advisor. Lyons Wealth is based in Winter Park, Florida.

## Industries

- 💰 Investing _(under Finance)_
- 💰 Finance

## Links

- [linkedin](https://linkedin.com/company/lyons-wealth-management)
- [facebook](https://facebook.com/lyonswealth)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idyosZeYyz/w/250/h/134/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791015868275)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idyosZeYyz/w/360/h/360/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791015868350)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Woodsmoke | #141619 | dark |
| San Marino | #3e6b96 | light |
| Dove Gray | #666666 | accent |

## Fonts

- var(--bs-font-sans-serif) — asset _(custom)_
- Raleway — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idyosZeYyz/w/848/h/560/idNAMcDD2R.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791015868452)

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_Source: <https://brandfetch.com/lyonswealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._