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LIONSHEAD WEALTH MANAGEMENT, LLC

NEW YORK, NY · CRD 288526 · IAPD ↗ · 212-967-5466

$229.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2025 — LIONSHEAD WEALTH MANAGEMENT, LLC reported RAUM up 46% ($139.7M -> $203.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2024 — LIONSHEAD WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.