A complete list of active advisors currently associated with Lion's Eye Wealth LLC

Warmer can help you find a great advisor at Lion's Eye Wealth LLC or one who fits your needs even better.

Lion's Eye Wealth LLC is an independent, single-advisor registered investment adviser that manages approximately $7 million on a discretionary basis for a very small client base that includes individuals, high‑net‑worth clients, trusts, estates, family offices and small or medium-sized businesses. The firm provides ongoing discretionary portfolio management and includes investment, retirement, education‑funding, business, philanthropic and tax‑aware planning as part of its asset‑based advisory relationships; it does not offer standalone financial planning for a separate fee. The firm uses both active and passive strategies and may apply fundamental, quantitative, technical, cyclical and modern‑portfolio‑theory analysis to develop investment policy, select securities and rebalance portfolios. It generally manages accounts under discretionary authority, documents client objectives and restrictions in writing, and operates through a qualified custodian (Charles Schwab) for custody, trade execution and client reporting. What is distinctive about the firm is its small scale and targeted client mix paired with services not always offered by firms of similar size — notably free educational seminars and events for the public and access, for suitable clients, to private funds and other less liquid alternative investments. The firm also employs household aggregation, negotiable and grandfathered fee arrangements in certain circumstances and is deemed to have limited custody because it deducts advisory fees directly from client accounts.

To learn more about the advisors currently working at Lion's Eye Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.