Lionshead Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 11, 2026, reports $230M in regulatory assets under management, 4 employees, and 122 accounts.
Assets Under Management
$230M
Employees
4
Offices
--
Total Clients
107
Primary office
NEW YORK, NY
250 WEST 55TH STREET, 17TH FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
62
2
HNWI
38.3%
41
3
Pension Plans
2.8%
3
4
Charitable
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 11, 2026
Discretionary91.7%
$211M
92% of total RAUM91.7%
Non-discretionary8.3%
$19M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$230M
Total Accounts122
10Y AUM Change+$230M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.