# Lions Wealth Management

> Lions Wealth Management is a state-registered investment advisory firm in St Louis Park, MN, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 300393
- Filed as: LIONS WEALTH MANAGEMENT
- Legal name: Lions Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St Louis Park, MN
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300393
- AdvisorCensus page: https://advisorcensus.com/firm/lions-wealth-management-st-louis-park-mn-300393

## Quick answers

**How is Lions Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lions Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lions Wealth Management located?**
Lions Wealth Management's principal office is in St Louis Park, MN, according to its Form ADV.

**Is Lions Wealth Management registered with the SEC or a state?**
Lions Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300393.

**How much does Lions Wealth Management manage?**
Lions Wealth Management reports $80,000,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (96% discretionary).

**What types of clients does Lions Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (30).

**Does Lions Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300393

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $80,000,000
- Discretionary: $76,400,000
- Non-discretionary: $3,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $28,800,000 |
| High net worth individuals | 30 | $51,200,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lionswealth.com
- Facebook @lionswealthmgmt
- LinkedIn @lions-wealth-management
- X @lionswealthmgmt

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lions Wealth Management (CRD 300393): Form ADV filing data as of October 2026.