# Golden Lion Wealth Management

Golden Lion Wealth Management is a Bank / Wealth / Trust based in Concord, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Concord, United States
- **Region:** North America
- **Address:** Concord, NH, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** goldenlionwealthmgt.com

## Regulatory record

- **CRD number:** 315157
- **SEC file number:** 801-121771
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315157

## About

Founded in 2021 in Concord, New Hampshire, Golden Lion Wealth Management entered the market as a registered investment adviser focused on holistic planning for individuals, high-net-worth families and trusts. The firm's launch coincided with a period of significant demographic inflow into New Hampshire, as remote-work flexibility drove wealth migration from higher-tax Northeast states. Golden Lion structured its value proposition around the classic wealth-management trinity: financial planning, discretionary portfolio management and tax planning, delivered under one advisory roof. The firm's service model spans the core elements of private-client asset management. It provides financial planning as the diagnostic front-end, portfolio management as the implementation engine, and tax planning as the coordinating layer across an individual or family's balance sheet. By bundling these services, Golden Lion competes with larger regional banks on integration while offering the access and responsiveness of a boutique. The firm's regulatory filings confirm it manages assets on a discretionary basis for clients that include trusts, individuals and high-net-worth households. No publicly reported investments or portfolio-company stakes are available given its private-client service model. Golden Lion operates from a single office in Concord, New Hampshire's state capital and a city that anchors the Merrimack Valley. The firm's regulatory ADV filings place it squarely in the retail-and-high-net-worth direct-advice segment, rather than the institutional or consulting channel. It has no disclosed affiliated broker-dealer, which typically implies a fee-only or fee-based fiduciary posture. Since its founding, the firm has not announced mergers, new offices or adjacent vehicles such as a philanthropic foundation or family-office services arm. As a fiduciary to individuals and trusts, Golden Lion's structural differentiator lies in its geographic and temporal positioning. The firm launched when New Hampshire was experiencing record in-migration from Massachusetts, New York and Connecticut during the post-2020 remote-work era. A local, advice-first RIA in Concord can intercept household wealth that may previously have been managed by advisers in Boston or New York, repapering those relationships under a New Hampshire-based fiduciary. If the firm can compound these relationships through intergenerational transfer and trust continuity, it stands to solidify a durable, locally-rooted asset base.

## Related profiles

- [Golden Goose Wealth Planning](https://altss.com/profile/golden-goose-wealth-planning)
- [Golden Reserve](https://altss.com/profile/golden-reserve-ria)

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Last updated: 2026-06-03T20:00:00.000Z

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