Lionshead Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$220,543,651
Clients
103
Advisors
4
of 4 employees
About
Lionshead Wealth Management serves individuals and high-net-worth clients as well as pension plans, trusts, charitable organizations and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm also offers pension consulting, 1031 exchange consulting, and a bundled Micro Family Office program intended to coordinate estate, tax, and wealth-transfer planning.
The firm says it customizes portfolios to client objectives and risk tolerance and may implement model portfolios developed by unaffiliated managers, relying on approaches such as Modern Portfolio Theory, long- and short-term purchases, and periodic tax-loss harvesting. The brochure notes that tax efficiency is not the primary consideration by default and discloses use of AI for operational efficiency while stating AI is not knowingly used in investment selection.
The brochure includes a disclosure that the firm advertises hypothetical performance related to model or illustrative results, a practice that is uncommon among peer team firms. Other notable disclosures include a Micro Family Office fee arrangement that provides complimentary asset management on the first $1,250,000 of assets and a disclosure that a firm principal is a licensed insurance agent who may earn separate commission income, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Financial consulting services start at $10,000 per annum; Micro Family Office Services start at $25,000 per annum.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% Over $5,000,000+: Negotiable
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
Account minimum: $250,000
Main office
250 West 55th Street, 17th Floor
New York NY 10019
Advisors at this office
4
Most active in
Connecticut · Florida · New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
James Z
Series 65
New York, NY
Lionshead Wealth Management, LLC
James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior business experience spanning over a decade with Newsearch Equipment & Salvage, a retail company selling used parts for diesel tractors and other equipment. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, including pension and 1031 exchange consulting, as well as a bundled Micro Family Office program that coordinates estate, tax, and wealth-transfer planning.
Scott L
CFP®, Series 63, Series 65
New York, NY
Lionshead Wealth Management, LLC
Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.
Michael B
CFP®
New York, NY
Lionshead Wealth Management, LLC
Michael Bernstein is a CFP® professional with three years of industry experience. He is currently with Lionshead Wealth Management, LLC and previously worked at Noble Financial Group, Equinox, Investor Solutions, Brightscape Investors, and the University of Miami. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm offers customized portfolios aligned with client objectives and risk tolerance, employing model portfolios and strategies such as Modern Portfolio Theory and tax-loss harvesting.
Mehak T
Series 65
New York, NY
Lionshead Wealth Management, LLC
Mehak Thukral is a financial advisor at Lionshead Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Lionshead since 2017, following a prior year at Wilmington Capital Securities LLC. Outside of her advisory role, she manages Rising Properties, LLC, a real estate property management business. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside financial planning, consulting services, pension and 1031 exchange consulting, and a Micro Family Office program that integrates estate, tax, and wealth-transfer planning.
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