Lions Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, including managed accounts and retirement plan services. The firm reported approximately $76.4 million in discretionary assets and $3.6 million in non-discretionary assets as of December 31, 2025, and offers managed account programs and access to third‑party sub‑advisors.
The firm tailors advice to each client’s objectives, time horizon, and risk tolerance and uses a range of strategies—asset allocation, dollar‑cost averaging, technical analysis, long‑ and short‑term purchases, and direct indexing—to implement portfolios. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least quarterly, and clients can impose written restrictions or request customization.
Noteworthy features disclosed in the brochure include that employees are licensed insurance agents who may offer commissionable insurance products, a potential conflict of interest the firm discloses and monitors. The firm also expressly provides retirement plan services (advising on plan lineups, administration, and fiduciary support), and its regulatory materials indicate the use of testimonials in advertising—practices that are uncommon among similar supported firms.
Client services
Expertise
Fee options
$500 to $10,000 per project for financial planning services
Under $1,000,000 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.10% $5,000,001+: 0.90%
Account minimum: $500,000
Main office
1600 Utica Avenue South, Suite 900
St Louis Park MN 55416
Advisors at this office
3
Most active in
Minnesota
Also doing business as
Lions Wealth Management · Lions Wealth Management, Inc. · Pung Financial, Inc. · Tarara Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Charles T
ChFC®, Series 63, Series 65
St Louis Park, MN
Lions Wealth Management
Charles Tarara is a financial advisor at Lions Wealth Management with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Lions Wealth Management in 2013, he worked at Planners Financial Services, Inc. for nearly four decades. He is also licensed to sell various insurance products. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $80 million in assets. The firm customizes portfolios based on client objectives and risk tolerance, employing multiple investment strategies and offering both discretionary and non-discretionary account management.
David P
Series 63
St Louis Park, MN
Lions Wealth Management
David Pung is a financial advisor at Lions Wealth Management with 31 years of industry experience. He holds a Series 63 designation and has worked previously at firms including LPL Financial and Summit Investment Advisory Services. Outside of advising, he performs bookkeeping for a snow removal company. Lions Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers tailored portfolio strategies across various investment approaches and manages discretionary and non-discretionary accounts, including retirement plan services.
Nathan K
CFP®, Series 63, Series 66
St Louis Park, MN
Lions Wealth Management
Nathan Krampe is a CFP® with 19 years of experience in the financial services industry. He has worked at Lions Wealth Management since 2019 and previously held roles at Summit Investment Advisory Services and LPL Financial. Outside of his advisory work, he is a licensed notary public and also engages in insurance sales. Lions Wealth Management serves individual and high-net-worth clients, offering investment advisory and financial planning services including managed accounts and retirement plan support. The firm employs a variety of strategies tailored to client objectives and risk tolerances, managing approximately $76.4 million in discretionary assets as of late 2025.
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