SEC Form ADV

LIONSHEAD WEALTH MANAGEMENT, LLC

Firm profile: Lionshead Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$229.8M
Assets Under Management
122
Total Clients
4
Employees
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Registration Details

Accession
CRD-288526
Location
NEW YORK, NY
Filing Date
March 11, 2026
AUM
$229.8M
Total Clients
122
Institutional Clients
4
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

LIONSHEAD WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $229.8M in assets across 122 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.