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LymanWealth LLC

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Client assets under management

$16,213,491

Clients

231

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

77

High

Average account size

$70,188

About

LymanWealth LLC provides discretionary portfolio management to individuals and business entities seeking high‑risk capital growth through an automated trading program that invests exclusively in leveraged U.S. broad‑market exchange‑traded funds. As of January 29, 2026 the firm reported about $16.2 million in discretionary AUM, serves roughly 231 clients, and requires a minimum account balance to participate.

The firm’s models combine dollar‑cost averaging, value‑averaging and quantitative analysis to incrementally buy leveraged ETFs and place limit sell orders to capture gains, with daily trade decisions executed shortly after market open and no use of stop‑loss orders. Portfolios are not tailored to individual objectives and the strategy is described as suitable only for investors with aggressive, speculative risk tolerances and longer holding horizons.

Compared with many supported firms, LymanWealth is notable for an absence of high‑net‑worth clients and for offering a single, high‑volatility automated strategy rather than diversified advisory services. Operationally the firm relies on a hosted automated program integrated with Interactive Brokers’ API, does not aggregate trades across client accounts (using randomization to order executions), and maintains venture‑related outside activities among its principals — all factors that affect execution, operational risk and the timing of potential withdrawals.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

2.0% annually

Other

Account minimum: $25,000

Main office location

LymanWealth LLC

530 N Alpine Blvd

Alpine UT 84004, United States

Number of offices

1

Most active in

More info

California · Texas · Utah

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 801-556-4575

Advisors at this firm

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user avatar

Mark L

Series 65

Alpine, UT

LymanWealth LLC

Mark Lyman is a financial advisor at LymanWealth LLC holding a Series 65 designation with one year of industry experience. He has worked at ConvergeOne since 2012. LymanWealth LLC provides discretionary portfolio management focused on aggressive, speculative capital growth through a fully automated trading program using leveraged exchange-traded funds tied to broad U.S. market indices. The firm serves individual investors with model-based portfolios constructed through quantitative methods and employs a fully automated system integrated with Interactive Brokers and cloud hosting.

Active portfolio management Options & derivatives strategies
user avatar

Brett L

Series 65

Alpine, UT

LymanWealth LLC

Brett Lyman is a financial advisor at LymanWealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Entrata and Aumni, prior to joining LymanWealth. LymanWealth LLC provides discretionary portfolio management focused on aggressive, speculative capital growth through a fully automated trading program using leveraged exchange-traded funds tied to broad U.S. market indices. The firm serves individual investors with model-based portfolios constructed through quantitative methods and employs automated trading integrated with Interactive Brokers and cloud hosting.

Active portfolio management Options & derivatives strategies
user avatar

Benjamin L

Series 65

Alpine, UT

LymanWealth LLC

Benjamin Lyman is a financial advisor at LymanWealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked for IMFT/Micron/Texas Instruments for twelve years. LymanWealth LLC provides discretionary portfolio management focused on aggressive, speculative capital growth through a fully automated trading program using leveraged exchange-traded funds tied to broad U.S. market indices. The firm serves individual investors with model-based portfolios constructed through quantitative methods and employs a systematic trading approach without stop-loss orders.

Active portfolio management Options & derivatives strategies
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