Insights

Affluent Client Focus Lyons Wealth Management serves high-net-worth individuals with a fiduciary, goal-oriented planning approach, indicating strong upsell potential for personalized financial planning services, estate planning, and bespoke investment strategies.

Partnerships in Digital Assets The Feb 2023 collaboration with CoinDesk Indices and Height Zero signals a willingness to integrate digital asset solutions, opening opportunities to cross-sell crypto-enabled portfolios, education, and advisory services to clients seeking alternative investments.

Proactive Investment A proactive, forward-looking investment philosophy positions the firm to target clients seeking active portfolio management, risk-adjusted strategies, and tailored tactical allocations amid evolving market conditions.

Growth Potential With 10-25 million revenue and a lean team, there is scalable opportunity to expand service lines, add additional advisory capabilities, and pursue deeper market penetration among affluent segments currently served by larger players.

Technology Leverage The tech stack and analytics capabilities imply readiness for data-driven advisory, digital marketing optimization, and enhanced client onboarding, suggesting opportunities for selling advanced client experience tools and performance reporting enhancements.

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Lyons Wealth Management Tech Stack

Lyons Wealth Management uses 8 technology products and services including Google Ads, Drupal, Wix, and more. Explore Lyons Wealth Management's tech stack below.

Google Ads
Advertising
Drupal
Content Management System
Wix
Content Management System
WordPress
Content Management System
Google Workspace
Email
Microsoft 365
Email
Tawk.to
Live Chat
Piwik PRO Core
Web Analytics

Media & News

Lyons Wealth Management's Email Address Formats

Lyons Wealth Management uses at least 4 email formats:

Lyons Wealth Management Email Formats	Example	Percentage
F.Last@lyonswealth.com	J.Doe@lyonswealth.com	77%
First.Last@lyonswealth.com	John.Doe@lyonswealth.com	13%
Last@lyonswealth.com	Doe@lyonswealth.com	7%
FLast@lyonswealth.com	JDoe@lyonswealth.com	3%

Frequently Asked Questions

What is Lyons Wealth Management's phone number?

You can contact Lyons Wealth Management's main corporate office by phone at

+1-407-951-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lyons Wealth Management's official website and social media links?

Lyons Wealth Management's official website is lyonswealth.com and has social profiles on LinkedIn.

How much revenue does Lyons Wealth Management generate?

As of August 2026, Lyons Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Lyons Wealth Management's NAICS code?

Lyons Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lyons Wealth Management have currently?

As of August 2026, Lyons Wealth Management has approximately 14 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. R., Senior Vice President - Wealth Management: T. C. and Director: T. K. Explore Lyons Wealth Management's employee directory with LeadIQ.

What industry does Lyons Wealth Management belong to?

Lyons Wealth Management operates in the Investment Management industry.

What technology does Lyons Wealth Management use?

Lyons Wealth Management's tech stack includes Google Ads, Drupal, Wix, WordPress, Google Workspace, Microsoft 365, Tawk.to and Piwik PRO Core.

What is Lyons Wealth Management's email format?

Lyons Wealth Management's email format typically follows the pattern of F.Last@lyonswealth.com. Find more Lyons Wealth Management email formats with LeadIQ.

When was Lyons Wealth Management founded?

Lyons Wealth Management was founded in 2009.

Lyons Wealth Management

Q: How many employees does Lyons Wealth Management have currently?

Lyons Wealth Management has approximately 14 employees.

Q: What technology does Lyons Wealth Management use?

Lyons Wealth Management's tech stack includes Piwik PRO Core, ZURB Foundation, YouTube, Polyfill, Google Maps.

Q: What is Lyons Wealth Management's NAICS code?

Lyons Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementFlorida, United States11-50 Employees

Lyons Wealth Management is an investment management firm based in Winter Park, Florida, founded in 2009. It serves affluent clients, helping them pursue their long-term personal financial goals. The firm emphasizes fiduciary duty and follows a financial planning-based approach to tailor investment advice to each client’s objectives. Its team brings more than 90 years of collective experience, informing guidance on what tends to work in practice and what to avoid. The firm maintains a proactive investment management philosophy to navigate diverse market conditions, noting that traditional buy-and-hold strategies may not keep pace with a rapidly globalizing economy. In February 2023, Lyons Wealth Management announced a partnership with CoinDesk Indices and Height Zero to provide clients with access to a digital asset management solution.