Updated:
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...
Overview
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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Lions Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.