RIA Intel›Advisers›Utah›LYMANWEALTH LLC

LYMANWEALTH LLC

Advisory

ALPINE, UT

Data as of Jul 20, 2026 · Source: SEC Form ADV

Average account

$76K

across 298 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients298

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, ID, TX, UT

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

298 clients

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

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