Alcyon Wealth Partners
Alcyon Wealth Partners is an SEC-registered mass-market adviser in Youngstown, OH with $356.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Alcyon Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334909, SEC 801-132263, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $356.5M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Youngstown, OH
- Employees
- 5
- Clients
- 395
- CRD
- 334909
- Ownership
- POLISH, BRANDON, L; SHERWOOD, DON, RICHARD; PRESLEY, MARC, ANDREW
How much AUM does Alcyon Wealth Partners have?
Alcyon Wealth Partners reported $356.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Alcyon Wealth Partners?
Disclosed owners and executives of Alcyon Wealth Partners include POLISH, BRANDON, L, SHERWOOD, DON, RICHARD, PRESLEY, MARC, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.