LIONS WEALTH MANAGEMENT

LIONS WEALTH MANAGEMENT of ST LOUIS PARK, MN is an SEC-registered investment adviser (CRD 300393). Regulatory assets under management: $80.0M.

Registration

• CRD: 300393
• Type: Registered investment adviser
• Location: 1600 UTICA AVENUE SOUTH, ST LOUIS PARK, MN, 55416
• Phone: (612) 790-7975
• Latest filing: 2026-02-10
• Regulatory AUM: $80.0M
• Discretionary AUM: $76.4M
• Non-discretionary AUM: $3.6M
• Clients: 4
• Accounts: 472

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300393 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search