Cory Lyon
Aureum Wealth Management · North Palm Beach, Florida
Cory Lyon is a fee-only financial advisor at Aureum Wealth Management in North Palm Beach, Florida. Cory focuses on estate & legacy planning, tax planning and family wealth transfer. Aureum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Founders
- Multi-generational families
Facts
| Firm | Aureum Wealth Management |
|---|---|
| Based in | North Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $150.6M across 248 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 6351648 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | aureumwealthmanagement.com |
| Profile |
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Questions about Cory
Is Cory Lyon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Aureum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, Aureum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cory Lyon based?
Cory Lyon is based in North Palm Beach, Florida.
What does Cory specialize in?
Cory's specialties include estate & legacy planning, tax planning, family wealth transfer and founders (pre-exit). Cory works with ultra high net worth, founders and multi-generational families.
Is Cory Lyon registered with the SEC?
Yes. Cory Lyon is registered as an investment adviser representative in FL and TX (CRD 6351648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aureum Wealth Management manage?
Aureum Wealth Management reports $150.6M across 248 accounts in assets under management.
How do I contact Cory Lyon?
Through Cory's website, aureumwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aureum Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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