Lion's Eye Wealth LLC

Overview

Lion's Eye Wealth LLC is an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm serves primarily individual and family clients and operates as a capital allocator — meaning it sources and places client capital with external managers in addition to running internal portfolios. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars or workshops. Fee arrangements include a percentage-of-assets model alongside other fee structures. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not report pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices