Every new New York business filing, every dayLionheart Wealth Management
LIONHEART WEALTH MANAGEMENT INC., Registered Agent
Lionheart Wealth Management is a private wealth advisory practice affiliated with Ameriprise Financial. According to the candidate website, the firm is located at 129 Summit Ave, Summit, NJ, and provides personalized financial planning and investment management services. The LLC filing lists a principal address in Poughkeepsie, NY, suggesting either multiple offices or a recent relocation.
Filed May 27, 2026 · Poughkeepsie, NY · Dutchess County
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New York Department of State, Division of Corporations · Entity 7926795 · Retrieved May 29, 2026
About Lionheart Wealth Management
Lionheart Wealth Management Inc. was formed in New York on May 27, 2026, filed personally by the company itself as its own registered agent, a self-filing rather than through a formation service. The business appears to be a private wealth advisory practice, based on its category and subcategory. Its website, registered long before the filing (April 13, 2005), is a modern, structured site with HTTPS and structured data, and the copyright year is 2026. The domain was registered 7,714 days before the filing, suggesting the business has been operating for years under this name. The principal address on file is in Poughkeepsie, NY, but the website lists a physical office in Summit, NJ, indicating a multi-location or relocated operation. The identity match reasoning confirms the firm is highly likely the same entity despite different addresses. No annual report or EIN on file yet.
- Domain registered 7,714 days before the filing, suggesting a long-established business
- Self-filed as registered agent, not through a formation service
- Principal address in Poughkeepsie, NY, but website lists an office in Summit, NJ
- Website is modern with structured data and HTTPS
- No annual report or EIN on file yet
- Multiple named advisors and 58 client reviews on the website
- First recorded here on May 29, 2026, just 2 days after filing
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 22, 2026.
One of 52 new businesses registered in Poughkeepsie in May 2026, and the only wealth management business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Lionheart Wealth Management registered?
Lionheart Wealth Management was registered as Corp on May 27, 2026 in New York.
Where is Lionheart Wealth Management located?
Lionheart Wealth Management is based in Poughkeepsie, NY, 12601, in Dutchess County.
What type of business is Lionheart Wealth Management?
Lionheart Wealth Management is classified as a wealth management business (private wealth advisory).
Does Lionheart Wealth Management have an EIN on file?
No EIN was found on file for Lionheart Wealth Management at the time of registration.
Who Sells to This Business
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