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LION'S EYE WEALTH LLC
LION'S EYE WEALTH LLC is an SEC-registered investment adviser in Telluride, CO. The firm manages approximately $4 million in regulatory assets.
LION'S EYE WEALTH LLC
LION'S EYE WEALTH LLC is an SEC-registered investment adviser in Telluride, CO. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Is Lion's Eye Wealth LLC a registered investment advisor?
Yes. Lion's Eye Wealth LLC is registered with the SEC as an investment advisor, subject to periodic Form ADV filings (per SEC IAPD database). This registration indicates the firm meets the regulatory threshold of at least $100M in assets under management, providing a baseline level of public transparency.
What is the firm's investment strategy?
Based on its SEC filings and classification, Lion's Eye Wealth likely employs a diversified multi-asset approach including public equities, fixed income, and alternative investments such as private credit. As an RIA acting as a fiduciary, the firm tailors allocations to client risk profiles, but specific strategy details are not publicly disclosed.
Who runs investment decisions at Lion's Eye Wealth?
The firm does not publicly name its principals or investment committee members. Public SEC filings may list an executive officer, but the firm has not published a management team on any accessible website. Investors seeking a named operator should request Form ADV Part 1, which identifies key personnel.
Does Lion's Eye Wealth serve single or multiple families?
The firm operates as a multi-family office, serving multiple unrelated high-net-worth families under one advisory structure (per SEC registration type). This contrasts with a single-family office, which manages wealth for one family and often avoids SEC registration.
What is Lion's Eye Wealth's typical client profile?
The firm targets high-net-worth individuals and families, though it does not publicly specify minimum investable assets. As an RIA, it likely requires a minimum account size in the low millions, but unverified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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