RIA Intel›Advisers›Georgia›LYLES WEALTH MANAGEMENT LLC

LYLES WEALTH MANAGEMENT LLC

Advisory

CALHOUN, GA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$254K

across 163 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$40M

Non-Discretionary AUM$2M

Discretionary %96.3%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

71 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

$42M

GROVE INVESTMENTS, INC.

ST. SIMONS ISLAND, GA

$42M

KEYSTONE FINANCIAL CONSULTANTS, INC

$42M

COLLINS/MOODY FINANCIAL SERVICES, L.L.C.

$42M

MURPHY MORRIS MONEY MANAGEMENT, CO.

$41M

WILLIAMS WEALTH MANAGEMENT, INC.

$42M

Get the full picture on LYLES WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LYLES WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans