Golden Lion Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315157
- Registered since
- July 16, 2021
- Website
- goldenlionwealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Golden Lion Wealth Management, LLC is an independent, owner-operated RIA formed as an LLC and registered with the SEC in 2021. The firm serves individual and family clients, offering a mix of financial planning and discretionary portfolio management alongside pension consulting and manager selection services. Its fee model includes both a percentage-of-AUM component and fixed fees. The firm identifies as a capital allocator and uses third-party managers to access certain strategies. It does not position itself as an ESG-focused investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Cash & Cash Equivalents15%
- US Government Bonds10%
- State & Local Bonds6%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Sulaiman Parwiz
Chief Compliance Officer & Financial AdvisorCRD 6834017
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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