Lee Thomas Mann
Investment adviser representative at Lyon Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$311.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Lyon Wealth AdvisorsAug 2024 to now
- Lyon Wealth Advisors Group, LLCAug 2024 to now
- The Vanguard Group, Inc.Feb 2014 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Lyon Wealth Advisors
Legal name: Lyon Wealth Advisors Group, LLC
$311.4MAssets managed
225Clients
3Advisers
1 yearIn 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
- 6296619
- Firm CRD
- 325041