At Lyon Wealth Management, we bring a breadth of knowledge and passion for enhancing the client experience. We seek to empower clients through our innate ability to educate and develop understanding. Powered by Hightower’s open source platform, we provide a combination of services designed to help achieve each individual client’s desired outcome.
Your Lyon Team
1550 Tiburon Blvd
Suite B Up #6
Tiburon, CA 94920
(415) 702-1622
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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