Lionshead Wealth Management, LLC
● SEC registered since 2017CRD 288526SEC# 801-110632New York, NY
Reg. AUM
$229.8M
Employees
4
Accounts
122
Location
New York, NY
Lionshead Wealth Management, LLC assets under management
Lionshead Wealth Management, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2017. It reports $229.8 million in regulatory assets under management and employs 4 people.
Lionshead Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Johanna M Jacobs | Member | Under 5% | 2023 |
| Scott David Lasky Control | Managing Member And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Lionshead Wealth Management, LLC manage?
Lionshead Wealth Management, LLC reports $229.8 million in regulatory assets under management on its Form ADV.
How many employees does Lionshead Wealth Management, LLC have?
Lionshead Wealth Management, LLC reports 4 employees.
Where is Lionshead Wealth Management, LLC located?
Lionshead Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2017.
Does Lionshead Wealth Management, LLC disclose fund performance?
Lionshead Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 West 55th Street, 17th Floor, New York, NY 10019 |
| Phone | 212-967-5466 |
| Fax | 212-954-5025 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$229.8M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$229.8Mregulatory AUM
Discretionary $210.7MNon-discretionary $19.2M