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 organized as an LLC and founded in 2017. The firm serves both individual/family and institutional clients and operates as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Advisory capabilities listed include financial planning, portfolio management for individuals and businesses, pension consulting services, and selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities25%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Derivatives1%
Contacts
3 of 5SCOTT 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 60Active vs passive
$105M in ETFs
57%
$59.1M
39%
$45.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $9.2M | 235,127 | 8.76% |
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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