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Lionheart 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
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See how it worksAbout Lionheart Wealth Management
Lionheart Wealth Management is a wealth management business (Corp) registered on May 27, 2026 with the New York Division of Corporations. The business is located in Poughkeepsie, New York 12601. The record lists LIONHEART WEALTH MANAGEMENT INC. as Registered Agent.
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Filing Details
Verified Business Profile
SubcategoryPrivate Wealth Advisory
Contact Information
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Verified Website Profile
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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.
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.
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