Lions Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

1600 Utica Ave S Ste 900, Minneapolis, M...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Lions Wealth Management

Lions Wealth is a Minnesota-based registered investment advisory firm that specializes in providing comprehensive wealth management services, including investment management, financial planning, estate planning, and tax mitigation. The firm aims to help high-net-worth individuals and families create, preserve, and transfer wealth while ensuring their financial strategies align with their values and long-term goals. With a focus on personalized service, Lions Wealth offers tailored solutions to meet the unique needs of clients at various stages of their financial journey. Their mission is to empower clients to live life by design, maximizing their impact and legacy through proactive planning.Explore more
Lions Wealth Management's Social MediaPopular SearchesLions Wealth Management IncLion Wealth Management LLCLion's Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Lions Wealth Management Org Chart

PhoneEmail
NK
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Wealth Advisor & Founder

PhoneEmail
DP
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Fee Based Financial Advisor

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CT
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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lions Wealth Management

<$5M
1-10
Private
-
2018
NK
Nathan KrampeWealth Advisor & Founder
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2012
KC
Kelsey CaglePartner. Wealth Advisor
<$5M
1-10
Private
-
2019
JN
Jennifer NavinPortfolio Administrator
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lions Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lions Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lions Wealth Management.

Lions Wealth Management Tech Stack

A closer look at the technologies used by Lions Wealth Management

Lions Wealth Management News & Media

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Frequently Asked Questions Regarding Lions Wealth Management

What is Lions Wealth Management's official website?
Lions Wealth Management's official website is www.lionswealth.com
What is Lions Wealth Management's Revenue?
Lions Wealth Management's revenue is <$5 Million
What is Lions Wealth Management's SIC code?
Lions Wealth Management's SIC: 62,628
What is Lions Wealth Management's NAICS code?
Lions Wealth Management's NAICS: 52,523
How many employees does Lions Wealth Management have?
Lions Wealth Management has 1-10 employees
What industry does Lions Wealth Management belong to?
Lions Wealth Management is in the industry of: Finance, Securities Trading
What is Lions Wealth Management competition?
Lions Wealth Management top competitors include: Goodrich and Associates, Selkirk Wealth Advisors, Van Nostrand Wealth Management, Briody Maher Wealth
What technology does Lions Wealth Management use?
Some of the popular technologies that Lions Wealth Management uses are: WordPress.org, PHP, YouTube, Microsoft 365
What does Lions Wealth Management do?

Lions Wealth is a Minnesota-based registered investment advisory firm that specializes in providing comprehensive wealth management services, including investment management, financial planning, estate planning, and tax mitigation. The firm aims to help high-net-worth individuals and families create, preserve, and transfer wealth while ensuring the... ir financial strategies align with their values and long-term goals. With a focus on personalized service, Lions Wealth offers tailored solutions to meet the unique needs of clients at various stages of their financial journey. Their mission is to empower clients to live life by design, maximizing their impact and legacy through proactive planning.Read More

What are Lions Wealth Management social media links?
Lions Wealth Management Linkedin page Lions Wealth Management Twitter page Lions Wealth Management Facebook page
Is Lions Wealth Management a public company?
Lions Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Lions Wealth Management

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