← Back to searchVisit website
LIONSHEAD WEALTH MANAGEMENT, LLC
CRD 288526 · SEC 801-110632
250 WEST 55TH STREET, 17TH FLOOR, NEW YORK, NY, 10019, United States
Phone
212-967-5466
Fax
212-954-5025
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.8M
Discretionary AUM
$210.7M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL CONSULTING SERVICES & MICRO FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $21.3M |
| High net worth individuals | 41 | $199.3M |
| Pension/profit sharing plans | 3 | $6.7M |
| Charitable organizations | 1 | $2.6M |
States served
NJ, NY, PA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD