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LIONS WEALTH MANAGEMENT

LIONS WEALTH MANAGEMENT, INC.

CRD 300393

Visit website

1600 UTICA AVENUE SOUTH, SUITE 900, ST LOUIS PARK, MN, 55416, United States

Phone

(612) 790-7975

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$80.0M

Discretionary AUM

$76.4M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals90$28.8M
High net worth individuals30$51.2M

All web addresses on file

Official SEC filing: View on IAPD