LIONSHEAD WEALTH MANAGEMENT, LLC

CRD 288526File 801-110632

APPROVED

Retail clients

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$229.8M

Below cohort median (national)

Discretionary AUM

$210.7M

Non-discretionary $19.2M

Clients

107

122 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: May 24, 2017
Principal office: 250 WEST 55TH STREET, 17TH FLOOR, NEW YORK, NY, 10019
Phone: 212-967-5466
Website: HTTPS://WWW.FACEBOOK.COM/LIONSHEADWEALTH/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $229.8M
Discretionary AUM: $210.7M
Non-discretionary AUM: $19.2M
Discretionary accounts: 109
Non-discretionary accounts: 13
Total accounts: 122
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.6M
High net worth individuals	41	$199.3M
Pension and profit sharing plans	Fewer than 5	$6.7M
Individuals (other than high net worth individuals)	62	$21.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.