Multi-Family OfficeRIA · CRD 300393

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Lions Wealth Management

LIONS WEALTH MANAGEMENT is a state-registered investment adviser in ST LOUIS PARK, MN. The firm manages $80 million in assets, $76 million on a discretionary...

Lions Wealth Management

LIONS WEALTH MANAGEMENT is a state-registered investment adviser in ST LOUIS PARK, MN. The firm manages $80 million in assets, $76 million on a discretionary basis. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

What services does Lions Wealth Management offer beyond investment management?

The firm provides estate planning, tax strategy, and family governance advisory alongside investment management. This integrated model helps families coordinate across multiple advisors.

What is the geographic investment focus of Lions Wealth Management?

The firm focuses on North American markets, with additional selective exposure to developed European and Asian markets. It prioritizes stable regulatory environments and liquid markets.

Profile maintained by 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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