Lionshead Wealth Management, LLC
Lionshead Wealth Management, LLC is a boutique wealth and asset management firm headquartered in New York City. Founded to provide comprehensive and tailored standards of care, it serves individuals, high net worth families, and business owners with a fiduciary, objective approach. The firm is registered as an investment adviser and is primarily owned by Scott Lasky. It operates with a small team (3-4 employees), all focused on investment management and financial planning, and emphasizes customized solutions, including retirement, estate, and tax planning, as well as Micro Family Office services.
Investment Strategy
Lionshead Wealth Management provides comprehensive financial life management, focusing on individually tailored investment strategies for long-term results. The firm offers both discretionary and non-discretionary investment management, retirement and estate planning, 401k plans, and Micro Family Office services. Their approach is strongly fiduciary, always acting in the clients’ best interests, emphasizing diversified portfolios and holistic planning that integrate investment, tax, and legacy needs for individuals, families, and business owners.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAI | DIMENSIONAL ETF TRUST | 6.55% | $8.3M | 227,170 | $32.82 | $36.35 | +$4.2M |
A AAPL | APPLE INC | 4.88% | $6.1M | 24,140 | $250.42 | $254.63 | +$1.2M |
B BIV | VANGUARD BD INDEX FDS | 4.40% | $5.5M | 71,061 | $75.13 | $78.09 | +$496.4K |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 3.83% | $4.8M | 65,941 | $68.14 | $73.29 | +$541.0K |
S SPYG | SPDR SERIES TRUST | 3.73% | $4.7M | 45,055 | $90.78 | $104.51 | +$382.0K |