Insights

Specialized Digital Asset Services Lyons Wealth Management's recent partnership with CoinDesk and Height Zero highlights their focus on integrating digital asset management solutions, presenting an opportunity to offer advanced fintech integrations or digital asset advisory services.

Proactive Investment Strategy Their emphasis on innovative, forward-thinking investment strategies indicates openness to adopting new technologies and financial products, making them receptive to cutting-edge investment tools and analytics platforms.

Growth in Wealth Management With revenues between 10 and 25 million dollars and a dedicated team, Lyons Wealth is positioned for growth, suggesting opportunities to provide scalable solutions such as client engagement platforms or operational efficiencies.

Targeted Client Focus Focusing on affluent clients with personalized financial planning, there is a potential to offer high-net-worth customized financial solutions, estate planning tools, or exclusive investment opportunities.

Technology Stack Utilization Their use of digital tools like Drupal, JSON-LD, and Google Ads indicates an active online presence, providing avenues for digital marketing services, website optimization, and analytics enhancements to strengthen client acquisition efforts.

Lyons Wealth Management Tech Stack

Lyons Wealth Management uses 8 technology products and services including Google Call Conversion Tracking, Open Graph, RequireJS, and more. Explore Lyons Wealth Management's tech stack below.

  • Google Call Conversion Tracking
    Analytics
  • Open Graph
    Content Management System
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • UPS
    Logistics
  • Ahrefs
    Search Marketing
  • reCAPTCHA
    Security
  • Apache HTTP Server
    Web Servers

Lyons Wealth Management's Email Address Formats

Lyons Wealth Management uses at least 1 format(s):
Lyons Wealth Management Email FormatsExamplePercentage
F.Last@lyonswealth.comJ.Doe@lyonswealth.com
77%
First.Last@lyonswealth.comJohn.Doe@lyonswealth.com
13%
Last@lyonswealth.comDoe@lyonswealth.com
7%
FLast@lyonswealth.comJDoe@lyonswealth.com
3%

Frequently Asked Questions

Where is Lyons Wealth Management's headquarters located?

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Lyons Wealth Management's main headquarters is located at Winter Park, Florida 32789 United States. The company has employees across 1 continents, including North America.

What is Lyons Wealth Management's phone number?

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

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

What is Lyons Wealth Management's NAICS code?

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

How many employees does Lyons Wealth Management have currently?

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As of June 2026, Lyons Wealth Management has approximately 15 employees across 1 continents, including North America. Key team members include Ceo: S. R. C.Chief Executive Officer: S. R.Senior Vice President - Wealth Management: T. C.. Explore Lyons Wealth Management's employee directory with LeadIQ.

What industry does Lyons Wealth Management belong to?

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Lyons Wealth Management operates in the Investment Management industry.

What technology does Lyons Wealth Management use?

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Lyons Wealth Management's tech stack includes Google Call Conversion TrackingOpen GraphRequireJSjQueryUPSAhrefsreCAPTCHAApache HTTP Server.

What is Lyons Wealth Management's email format?

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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?

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Lyons Wealth Management was founded in 2009.

Lyons Wealth Management

Investment ManagementFlorida, United States11-50 Employees

Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future.   

Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works , but more importantly, what doesn't. 

Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support.

Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.

Section iconCompany Overview

Headquarters
Winter Park, Florida 32789 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Lyons Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Lyons Wealth Management's revenue is estimated to be in the range of $10M$25M

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