# Lionshead Wealth Management

Lionshead Wealth Management is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2017
- **Assets under management:** 120 (Altss estimate)
- **Website:** lionsheadwealth.com
- **LinkedIn:** https://www.linkedin.com/company/lionshead-wealth-management-llc

## Regulatory record

- **CRD number:** 288526
- **SEC file number:** 801-110632
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Lionshead Wealth Management was established in 2017 as a US-based wealth manager. It provides investment advisory services to individuals, high-net-worth individuals, and business entities. The firm delivers portfolio management and financial planning. No specific asset classes, portfolio companies, or geographic deployment details beyond its New York headquarters are disclosed in available records. No team size, additional offices, or dated operational events from the last 24 months appear in source material. AUM stands at an estimated 120 million USD. No distinct structural differentiator such as a unique sourcing model or hybrid vehicle is documented.

## Questions

### Who runs investment decisions at Lionshead Wealth Management?

No named principals or investment committee members are disclosed in available records.

### What services does Lionshead Wealth Management provide?

The firm offers investment advisory services including portfolio management and financial planning to individuals, high-net-worth individuals, and business entities.

### What is Lionshead Wealth Management's AUM?

An internal research estimate places assets under management at 120 million USD.

## Related profiles

- [John W. Carson Foundation](https://altss.com/profile/john-w-carson-foundation)
- [Pilgrim's Pride Limited](https://altss.com/profile/pilgrim-s-pride-limited)

---

Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lionshead-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology