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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Jacobs, Johanna, M | I | MEMBER | NA | |
| Jacobs, Johanna, M | I | MEMBER | NA | |
| Jacobs, Johanna, M | I | MEMBER | NA | |
| Jacobs, Johanna, M | I | MEMBER | NA | |
| Jacobs, Johanna, M | I | MEMBER | NA | |
| Jacobs, Johanna, M | I | MEMBER | NA | |
| Jacobs, Johanna, M | I | MEMBER | NA | |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASKY, SCOTT, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (5)
CT FL NJ NY PA
Address
250 WEST 55TH STREET17TH FLOOR
NEW YORK, NY 10019
United States
Phone: 212-967-5466