# Lions Wealth Management

Lions Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/lions-wealth-management

## Regulatory record

- **CRD number:** 300393
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300393

## About

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.

## 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.

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- [Aviator Financial, LLC](https://altss.com/profile/aviator-financial-llc)
- [Serenity Wealth Advisors](https://altss.com/profile/serenity-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:20.358Z

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