LIONSHEAD WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$229,846,327
Discretionary
$210,678,336
Non-discretionary
$19,167,991
Firm details
- CRD number
- 288526
- SEC file number
- 801-110632
- Main office
- NEW YORK, NY, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.