Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Orange
    4. ›
  4. 32789
    5. ›
  5. LYONS WEALTH MANAGEMENT, LLC

LYONS WEALTH MANAGEMENT, LLC - Florida Company Profile

Company claim

Is this your business?

Get access!

Company Details

Entity Name: LYONS WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

LYONS WEALTH MANAGEMENT, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 24 Jun 2009 (16 years ago)
Document Number: L09000061460
FEI/EIN Number 270427464

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 280 W. Canton Ave Suite 430, WINTER PARK, FL, 32789, US
Mail Address: 280 W. Canton Ave Suite 430, WINTER PARK, FL, 32789, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Read Alexander Managing Member 280 W. Canton Ave Suite 430, Winter Park, FL, 32789
Read Alexander Agent 280 W. Canton Ave Suite 430, WINTER PARK, FL, 32789

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001526528
Phone:
407-951-8710
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-14513
Filing date:
2020-02-13
File:
View File
Form type:
13F-HR
File number:
028-14513
Filing date:
2019-11-12
File:
View File
Form type:
13F-HR
File number:
028-14513
Filing date:
2019-08-13
File:
View File
Form type:
13F-HR
File number:
028-14513
Filing date:
2019-05-14
File:
View File
Form type:
13F-HR
File number:
028-14513
Filing date:
2019-02-12
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
270427464
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
4079518710
File:
View File
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
4079518710
File:
View File
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
4079518710
File:
View File
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:
4079518710
File:
View File
Plan Year:
2018
Number Of Participants:
6
Sponsors Telephone Number:
4079518710
File:
View File

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-11-22 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 -
CHANGE OF MAILING ADDRESS 2021-11-22 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 -
REGISTERED AGENT ADDRESS CHANGED 2021-11-22 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 -
REGISTERED AGENT NAME CHANGED 2014-01-24 Read, Alexander -

Documents

Name Date
ANNUAL REPORT 2025-02-04
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-05-18
ANNUAL REPORT 2022-01-13
AMENDED ANNUAL REPORT 2021-11-22
ANNUAL REPORT 2021-04-21
ANNUAL REPORT 2020-01-09
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-10

USAspending Awards / Financial Assistance

Date:
2021-03-20
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
58543.00
Total Face Value Of Loan:
58543.00
Date:
2020-05-15
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
19000.00
Total Face Value Of Loan:
500000.00
Date:
2020-05-03
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
69657.00
Total Face Value Of Loan:
69657.00

Trademarks

Serial Number:
85805477
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2012-12-18
Mark Drawing Type:
2 - AN ILLUSTRATION DRAWING WITHOUT ANY WORDS(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
None
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2009-10-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88527267
Mark:
LYONS WEALTH MANAGEMENT LLC
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-07-22
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
LYONS WEALTH MANAGEMENT LLC
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, wealth management services; financial planning and investment advisory services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial and investment services, namely, asset and i...
First Use:
2009-06-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
69657
Current Approval Amount:
69657
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
59563.66
Date Approved:
2021-03-20
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
58543
Current Approval Amount:
58543
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
58838.12

Reviews Leave a review

This company hasn't received any reviews.

Companies related by officers

Read Alexander

HESSIAN ASPEN, LLC - Active
Florida Limited Liability Co. (2015 )
HESSIAN ASPEN, LLC - Active
Florida Limited Liability Co. (2015 )
LYONS WEALTH HOLDINGS LLC - Inactive
Foreign Limited Liability Co. (2009 - 2020)
LYONS WEALTH HOLDINGS LLC - Inactive
Foreign Limited Liability Co. (2009 - 2020)
LYONS TRADING GROUP, LLC - Active
Florida Limited Liability Co. (2015 )
HESSIAN ALEXANDER, LLC - Active
Florida Limited Liability Co. (2009 )

Companies related by address

No other companies in our directory share the same address as LYONS WEALTH MANAGEMENT, LLC

Date of last update: 01 Jun 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated