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Owen S Lyons

Investment adviser representative at Demand Wealth
12 yearsExperience
1 stateRegistered in
$164.6MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Demand WealthMay 2020 to now
  2. Prudential Financial Planning ServicesNov 2019 to Feb 2020
  3. Spencer Lyons Partners, LLCDec 2014 to Sep 2019
  4. The Solutions CenterJul 2014 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (VA).

Demand Wealth

Legal name: Demand Wealth LLC

$164.6MAssets managed
61Clients
2Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1687766
Firm CRD
307043
Advisor's SEC record (opens in a new tab)
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