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EL

Elijah B. Lyons

LOOKAHEAD WEALTH LLC
WEST LINN, OR 97068
Some features on this profile are disabled
CRD#: 7652487
EL

Professional summary

Elijah Bo Lyons is a registered financial advisor currently at LOOKAHEAD WEALTH LLC located in West Linn, Oregon.

Elijah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Elijah has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elijah Bo Lyons's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 23, 2026 - Present

LOOKAHEAD WEALTH LLC

Office #1: 1980 Willamette Falls Drive Suite 260, West Linn, OR 97068
RIA
CRD#: 285724
WEST LINN, OR
Past

December 7, 2022 - June 4, 2025

SOUTHERN CAPITAL ADVISORS, LLC

RIA
CRD#: 292275
JACKSON, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(1/23/2026)
IAR
Washington
(1/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2022
Uniform Investment Adviser Law Examination

Current Firm

LW
LOOKAHEAD WEALTH LLC
COORDINATED PLANNING | MORGAN, MAXIMILLIAN ANDREW | LOOKAHEAD WEALTH LLC | INVESTMENT DESIGN MANAGEMENT, LLC | INVESTMENT DESIGN MANAGEMENT

CRD#: 285724 / SEC#:

Oregon
Registered Investment Advisory firm - (2/13/2025 Approved)
Washington
Registered Investment Advisory firm - (6/1/2025 Approved)
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Contact information

Main Address
1980 Willamette Falls Drive Suite 260, West Linn, OR 97068
Mailing Address
Phone number
(503) 832-0165
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts356
AUM (Assets Under Management)$ 95,606,755

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LOOKAHEAD WEALTH LLC

CRD#: 285724West Linn, OR 97068

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