LIONHEART FINANCIAL PLANNING, INC.

LIONHEART FINANCIAL PLANNING, INC. is an SEC-registered investment adviser (CRD 134170). Regulatory assets under management: $13.8M.

Registration

• CRD: 134170
• Type: Registered investment adviser
• Phone: 540-907-2720
• Latest filing: 2026-03-11
• Regulatory AUM: $13.8M
• Discretionary AUM: $500K
• Non-discretionary AUM: $13.3M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134170 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search