Where are Lionshead Wealth Management, LLC employees located globally?

Lionshead Wealth Management, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Lionshead Wealth Management, LLC's team size changed over time?

Lionshead Wealth Management, LLC's team has grown from approximately 2 to 3 employees based on available data.

Lionshead Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Lionshead Wealth Management, LLC is an independent, fee-only financial planning and investment advisory firm based in New York City. The firm emphasizes non-commissioned guidance, avoiding sales of financial products to earn commissions, and focuses on long-term investment and wealth management strategies aimed at protecting and growing clients’ assets over lifetimes and generations. Its approach centers on adding ongoing value to clients’ financial lives through disciplined planning and prudent asset management.

Serving individuals and families seeking objective, rules-based guidance, the firm positions itself within the financial services sector as a fiduciary, independent adviser that prioritizes client trust. Located in Manhattan, the company operates with a small team, underscoring its boutique, personalized service model within the broader advisory landscape.

Lionshead Wealth Management, LLC Global Highlights

North America
4

United States Of America
4

Lionshead Wealth Management, LLC's Leadership

M. T.
Associate
Mobile Phone
Email
S. L.
Private Wealth Advisor
Mobile Phone
Email
S. L.
Private Wealth Advisor
Mobile Phone
Email

Lionshead Wealth Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Lionshead Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

M. T.
Associate
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
S. L.
Private Wealth Advisor
Mobile Phone
Email
United StatesNew York
Oct 14, 2024
S. L.
Private Wealth Advisor
Mobile Phone
Email
United StatesNew York
Oct 14, 2024

Frequently Asked Questions

What is Lionshead Wealth Management, LLC known for?

Lionshead Wealth Management, LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 1180 Avenue of The Americas Suite 821 New York, New York 10036 United States. Explore Lionshead Wealth Management, LLC's company overview page for more information.

What is Lionshead Wealth Management, LLC's most common email format?

Lionshead Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lionshead Wealth Management, LLC email formats with LeadIQ.

How many employees does Lionshead Wealth Management, LLC have currently?

Lionshead Wealth Management, LLC has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Lionshead Wealth Management, LLC's key employees and leadership?

As of May 2026, Lionshead Wealth Management, LLC's key employees include:

Associate: M. T.
Private Wealth Advisor: S. L.
Private Wealth Advisor: S. L.

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Lionshead Wealth Management, LLC Employee Directory

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