LION'S EYE WEALTH LLC

LION'S EYE WEALTH LLC is an SEC-registered investment adviser (CRD 321669). Regulatory assets under management: $4.0M.

Registration

• CRD: 321669
• Type: Registered investment adviser
• Phone: 970-343-9544
• Latest filing: 2026-01-09
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321669 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search