Lionshead Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Lionshead Wealth Management is an independent, fee only, financial planning and investment advisory firm. We do not sell financial products to earn commissions from investment companies. We use proven, long-term investment and wealth management techniques to help our clients maximize the value of their assets over lifetimes and generations. We maintain our clients trust by continuously adding value to their financial lives.

Find Lionshead Wealth Management, LLC employees' phone numbers or email addresses

Lionshead Wealth Management, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Lionshead Wealth Management, LLC's Leadership

  • Stylized image of a person
    M. T.
    Associate
    Phone icon
  • Stylized image of a person
    S. L.
    Private Wealth Advisor
    Phone icon
  • Stylized image of a person
    S. L.
    Private Wealth Advisor
    Phone icon

Lionshead Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Lionshead Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Associate
    Phone icon
    United StatesNew York
    Sep 10, 2025
  • Stylized image of a person
    S. L.
    Private Wealth Advisor
    Phone icon
    United StatesNew York
    May 20, 2024
  • Stylized image of a person
    S. L.
    Private Wealth Advisor
    Phone icon
    United StatesNew York
    May 20, 2024

Frequently Asked Questions

What is Lionshead Wealth Management, LLC known for?

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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?

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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?

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

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

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As of March 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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