LIONS WEALTH MANAGEMENT

Overview

Lions Wealth Management is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm charges both a percentage-of-AUM fee and fixed fees and positions itself as a capital allocator that selects third-party managers when appropriate. Core services listed include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, and the selection of other advisers. The firm identifies as an active ESG investor and reports an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives