| Name | Title | Ownership | Since |
|---|---|---|---|
| Johanna M Jacobs | Member | Under 5% | 2023 |
| Scott David Lasky Control | Managing Member And Chief Compliance Officer | Over 75% | 2017 |
Lionshead Wealth Management, LLC reports $203.7 million in regulatory assets under management on its Form ADV.
Lionshead Wealth Management, LLC reports 4 employees.
Lionshead Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2017.
Lionshead Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 250 West 55th Street, 17th Floor, New York, NY 10019 |
| Phone | 212-967-5466 |
| Fax | 212-954-5025 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $189.7M |
| Non-discretionary | $14M |
| Total (RAUM) | $203.7M |