Lionshead Wealth Management, LLC
Lionshead Wealth Management, LLC is an SEC-registered wealth manager in New York, NY with $229.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Lionshead Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288526, SEC 801-110632, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $229.8M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 4
- Clients
- 107
- CRD
- 288526
- Ownership
- LASKY, SCOTT, DAVID; Jacobs, Johanna, M
How much AUM does Lionshead Wealth Management, LLC have?
Lionshead Wealth Management, LLC reported $229.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Lionshead Wealth Management, LLC?
Disclosed owners and executives of Lionshead Wealth Management, LLC include LASKY, SCOTT, DAVID, Jacobs, Johanna, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.