LIONSHEAD WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 288526). Regulatory assets under management: $229.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |