LIONSHEAD WEALTH MANAGEMENT, LLC
CRD #288526 SEC #801-110632 NEW YORK, NY 212-967-5466
SEC Registered
Total AUM
$203.7M
Discretionary
$189.7M
Employees
4
Clients
51
Accounts
382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $203.7M | $189.7M | $14M | 4 | 6 |
| Aug 2025 | $203.7M | $189.7M | $14M | 4 | 6 |
| Feb 2025 | $203.7M | $189.7M | $14M | 4 | 6 |
| May 2024 | $139.7M | $128.3M | $11.3M | 3 | 5 |
| Feb 2024 | $139.7M | $128.3M | $11.3M | 3 | 5 |
| Mar 2023 | $119.1M | $108.6M | $10.5M | 2 | 5 |
| Jan 2023 | $119.1M | $108.6M | $10.5M | 2 | 5 |
| Oct 2022 | $127.5M | $119.7M | $7.8M | 2 | 6 |
| Feb 2022 | $127.5M | $119.7M | $7.8M | 2 | 6 |
| Feb 2022 | $127.5M | $119.7M | $7.8M | 2 | 6 |
| Dec 2021 | $102.6M | $93M | $9.6M | 2 | 8 |
| Feb 2021 | $102.6M | $93M | $9.6M | 2 | 8 |
| Aug 2020 | $92.2M | $83M | $9.2M | 3 | 15 |
| Jul 2020 | $92.2M | $83M | $9.2M | 3 | 15 |
| Jun 2020 | $92.2M | $83M | $9.2M | 3 | 15 |
| Feb 2020 | $92.2M | $83M | $9.2M | 3 | 15 |
| Oct 2019 | $79.6M | $63.8M | $15.8M | 3 | 0 |
| Aug 2019 | $79.6M | $63.8M | $15.8M | 3 | 0 |
| Mar 2019 | $79.6M | $63.8M | $15.8M | 3 | 0 |
| Oct 2018 | $91.4M | $55.4M | $36.1M | 3 | 0 |
| Mar 2018 | $91.4M | $55.4M | $36.1M | 2 | 0 |
| Mar 2018 | $91.4M | $55.4M | $36.1M | 2 | 0 |
| Sep 2017 | $77.4M | $53.7M | $23.7M | 3 | 26 |
DateDec 2025
Total AUM$203.7M
Discretionary$189.7M
Non-Disc.$14M
Employees4
Clients6
DateAug 2025
Total AUM$203.7M
Discretionary$189.7M
Non-Disc.$14M
Employees4
Clients6
DateFeb 2025
Total AUM$203.7M
Discretionary$189.7M
Non-Disc.$14M
Employees4
Clients6
DateMay 2024
Total AUM$139.7M
Discretionary$128.3M
Non-Disc.$11.3M
Employees3
Clients5
DateFeb 2024
Total AUM$139.7M
Discretionary$128.3M
Non-Disc.$11.3M
Employees3
Clients5
DateMar 2023
Total AUM$119.1M
Discretionary$108.6M
Non-Disc.$10.5M
Employees2
Clients5
DateJan 2023
Total AUM$119.1M
Discretionary$108.6M
Non-Disc.$10.5M
Employees2
Clients5
DateOct 2022
Total AUM$127.5M
Discretionary$119.7M
Non-Disc.$7.8M
Employees2
Clients6
DateFeb 2022
Total AUM$127.5M
Discretionary$119.7M
Non-Disc.$7.8M
Employees2
Clients6
DateFeb 2022
Total AUM$127.5M
Discretionary$119.7M
Non-Disc.$7.8M
Employees2
Clients6
DateDec 2021
Total AUM$102.6M
Discretionary$93M
Non-Disc.$9.6M
Employees2
Clients8
DateFeb 2021
Total AUM$102.6M
Discretionary$93M
Non-Disc.$9.6M
Employees2
Clients8
DateAug 2020
Total AUM$92.2M
Discretionary$83M
Non-Disc.$9.2M
Employees3
Clients15
DateJul 2020
Total AUM$92.2M
Discretionary$83M
Non-Disc.$9.2M
Employees3
Clients15
DateJun 2020
Total AUM$92.2M
Discretionary$83M
Non-Disc.$9.2M
Employees3
Clients15
DateFeb 2020
Total AUM$92.2M
Discretionary$83M
Non-Disc.$9.2M
Employees3
Clients15
DateOct 2019
Total AUM$79.6M
Discretionary$63.8M
Non-Disc.$15.8M
Employees3
Clients0
DateAug 2019
Total AUM$79.6M
Discretionary$63.8M
Non-Disc.$15.8M
Employees3
Clients0
DateMar 2019
Total AUM$79.6M
Discretionary$63.8M
Non-Disc.$15.8M
Employees3
Clients0
DateOct 2018
Total AUM$91.4M
Discretionary$55.4M
Non-Disc.$36.1M
Employees3
Clients0
DateMar 2018
Total AUM$91.4M
Discretionary$55.4M
Non-Disc.$36.1M
Employees2
Clients0
DateMar 2018
Total AUM$91.4M
Discretionary$55.4M
Non-Disc.$36.1M
Employees2
Clients0
DateSep 2017
Total AUM$77.4M
Discretionary$53.7M
Non-Disc.$23.7M
Employees3
Clients26