# LIONSHEAD WEALTH MANAGEMENT, LLC

LIONSHEAD WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 288526
- Type: SEC-registered investment adviser
- SEC file number: 801-110632
- Location: 250 WEST 55TH STREET, 17TH FLOOR, NEW YORK, NY, 10019
- Phone: 212-967-5466
- Latest filing: 2026-03-11
- Regulatory AUM: $229.8M
- Discretionary AUM: $210.7M
- Non-discretionary AUM: $19.2M
- Clients: 4
- Accounts: 122

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Scott David Lasky | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Johanna M Jacobs | MEMBER | — |
| JACOBS ALAN M | MEMBER | — |
| LASKY SCOTT DAVID | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288526/similar
- Related entities: https://search.stillhousedata.com/firm/288526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288526

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.