RIA Intel›Advisers›Minnesota›LIONS WEALTH MANAGEMENT, INC.

LIONS WEALTH MANAGEMENT, INC.

Advisory

ST LOUIS PARK, MN

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in MN
#429
of 511 advisers by AUM
Average account
$169K
across 472 accounts
AUM per adviser
$27M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM
$80M
Discretionary %
95.5%
Clients
120
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$80M
Discretionary AUM$76M
Non-Discretionary AUM$4M
Discretionary %95.5%
Total Clients120
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

CELADON MANAGED WEALTH, INC.
PLYMOUTH, MN
$80M
CASTLE PEAK CAPITAL ADVISORS, LLC
MINNEAPOLIS, MN
$79M
-20.5% 1Y
CENTURION FINANCIAL STRATEGIES LLC
BLOOMINGTON, MN
$78M
CARDINAL WEALTH ADVISORS, LLC
EDINA, MN
$82M
FBD ASSET MGMT, LLC
BLOOMINGTON, MN
$77M
+21.0% 1Y
SECURITIES MONITORING GROUP, LLC
BUFFALO, MN
$77M
-39.7% 1Y

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