Owen Lyons
Demand Wealth · Potomac Falls, Virginia
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).
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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 |
| Assets under management | $164.6M across 315 accounts |
| SEC registration | Investment adviser representative in VA · CRD 1687766 |
| Exams passed | Series 63 (1989) · Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | demandwealth.com |
| Profile |
How Owen's firm compares
- Demand Wealth's average account is about $523,000, from its Form ADV (assets managed divided by 315 accounts).
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Questions about Owen
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.
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
- Demand Wealth 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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