LP Profile

Lionshead Wealth Management

Also known as lionshead wealth

Wealth ManagerNew York, United StatesFounded 2017
$128M
Assets Under Management
New York
Headquarters
Investment Focus

About Lionshead Wealth Management

Lionshead Wealth Management is a wealth manager based in New York, US. Founded in 2017. Reported AUM: 128 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lionshead Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$229.8M
Total Clients
122
Filing Date
March 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Lionshead Wealth Management?

Lionshead Wealth Management is a wealth manager based in New York, United States, managing approximately $128M in assets.

Where is Lionshead Wealth Management headquartered?

Lionshead Wealth Management is headquartered in New York, United States.

How much does Lionshead Wealth Management manage?

Lionshead Wealth Management manages approximately $128M in assets under management.

When was Lionshead Wealth Management founded?

Lionshead Wealth Management was founded in 2017.

How can I contact Lionshead Wealth Management?

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