CRD: 288526
Lionshead Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2017
- Office Locations
- 1
Office Locations
About Lionshead Wealth Management, LLC
Lionshead Wealth Management is a New York-based wealth and asset management boutique serving individuals, families, and business owners. The firm provides wealth management, 401(k) plan support, and a Micro Family Office offering integrated financial planning, asset management, tax and estate planning, and business planning for family trusts, holding companies, and private assets. Portfolios primarily use public funds and ETFs, with custody at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
SCOTT DAVID LASKY
Chief Compliance Officer, Managing Member
- CRD
- #2681791
- Ownership
- 75% or more
Johanna M Jacobs
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Bernstein
Associate
- CRD
- #7374149
MEHAK THUKRAL
Financial Advisor
- CRD
- #6735747
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,678,336 | $1,932,829 |
| Non-Discretionary | $19,167,991 | $1,474,461 |
| Total | $229,846,327 | $1,883,986 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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