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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- PioneerEagle alpha +more
- Established Date
- 03-28-2019
- Office Locations
- 3
Office Locations
About Lions Wealth Management
Lions Wealth Management is a Minnesota-based RIA providing wealth and financial planning alongside portfolio construction and ongoing asset management, with support for tax planning, insurance, charitable giving, legacy planning, and business succession needs. The firm uses ETFs and public funds across themes such as infrastructure, emerging markets, and socially responsible investing, and custodies at Charles Schwab. President/CCO Nathan Krampe holds CFP/CPWA designations and has been featured in The Wall Street Journal, Forbes, and Minneapolis-St. Paul Magazine.
Team overview
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Asset Classes
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Owner & Executives
NATHAN ANDREW KRAMPE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5144185
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID KENNETH PUNG
Wealth Advisor
- CRD
- #2505537
CHARLES MILFORD TARARA
Financial Advisor, General Partner
- CRD
- #1153705
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,400,000 | -- |
| Non-Discretionary | $3,600,000 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,001,548,633 | 11.9% |
| Equity - Exchange | $2,104,093,767 | 25.0% |
| Cash | $1,994,680,891 | 23.7% |
| Other | $2,230,339,393 | 26.5% |
| Private Funds | $1,085,712,383 | 12.9% |
| Total | $8,416,375,067 | 100.0% |