1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LIONSHEAD WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-967-5466
NotebookSEC #801-110632
Total AUM
$229.8M
Employees
4
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 WEST 55TH STREET
17TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
212-967-5466

ReceiptFinancials

Total AUM
$229.8M
Accounts
122
Discretionary
$210.7M
Accounts
109
Non-Discretionary
$19.2M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
62
AUM
$21.3M
HNW Individual Clients
41
AUM
$199.3M
Pension/Profit Sharing Plan Clients
3
AUM
$6.7M
Charitable Organization Clients
1
AUM
$2.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES & MICRO FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account