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LIONHEART STRATEGIC MANAGEMENT, LLC

NEW YORK, NY · CRD 314990 · IAPD ↗ · lionheartstrategic.com · 646-744-2284

$508.7MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — LIONHEART STRATEGIC MANAGEMENT, LLC crossed $500M in regulatory AUM ($370.9M -> $508.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2026 — LIONHEART STRATEGIC MANAGEMENT, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2025 — LIONHEART STRATEGIC MANAGEMENT, LLC reported RAUM down 26% ($501.5M -> $370.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — LIONHEART STRATEGIC MANAGEMENT, LLC crossed $500M in regulatory AUM ($358.5M -> $501.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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