Lionshead Wealth Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 288526
- Registered since
- May 24, 2017
- Website
- www.lionsheadwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.7%
- Individuals9.26%
- Pension & Profit Sharing Plans2.91%
- Charitable Organizations1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lionshead Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual. The firm acts as a capital allocator, advising both individual & family clients and institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting-related services, and the selection of outside advisers. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm is not flagged as an active ESG investor and is reported as not operating as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities25%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Derivatives1%
Contacts
3 of 5
Scott Lasky
Managing MemberCRD 2681791
James Zagelmeyer
Investment Adviser RepresentativeCRD 8046274
Mehak Thukral
AssociateCRD 6735747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$118M in ETFs
60%
$71M
35%
$47.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $9.8M | 238,031 | 8.30% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 250 W 55th St
- Time zone
- ET (UTC-5)
- Office locations
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