# Owen Lyons

> Owen Lyons is a fee-only financial advisor at Demand Wealth in Potomac Falls, Virginia. Owen charges a percentage of assets (0.5% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/owen-lyons/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Demand Wealth
- **Based in:** Potomac Falls, Virginia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $164.6M across 315 accounts
- **CRD:** 1687766 (https://adviserinfo.sec.gov/individual/summary/1687766)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (1989), Series 66 (2009)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://demandwealth.com/

## Frequently asked questions

### Is Owen Lyons a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Owen holds no broker registration, and Demand Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Owen charge for financial advice?

Owen charges a percentage of assets.

### How much does Owen charge?

According to Demand Wealth's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.

### Where is Owen Lyons based?

Owen Lyons is based in Potomac Falls, Virginia.

### Is Owen Lyons registered with the SEC?

Yes. Owen Lyons is registered as an investment adviser representative in VA (CRD 1687766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Demand Wealth manage?

Demand Wealth reports $164.6M across 315 accounts in assets under management.

### How do I contact Owen Lyons?

Through Owen's website, demandwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1687766): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.demandwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.