New Wealth Management Businesses in Poughkeepsie, NY

1 wealth management businesses recently registered in Poughkeepsie, New York.

Updated October 7, 2026 · Most recent business filing May 27, 2026

1
Total Filings
May 27, 2026
Most Recent
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About Wealth Management Businesses in Poughkeepsie

This page lists new wealth management businesses registered in Poughkeepsie, New York. We currently track 1, sourced directly from the New York Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Lionheart Wealth Management. The most recent wealth management business filing was on May 27, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Poughkeepsie, this is one of the freshest prospect lists in the market.

All Filings

Lionheart Wealth Management

May 27, 2026
Wealth ManagementVerifiedPoughkeepsie, NY · Dutchess Co.

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.

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1 New Wealth Management LLCs in Poughkeepsie, NY | DayOneLead