firm profile
Lions Wealth Management
Overview
Lions Wealth Management is a state registered investment adviser based in St Louis Park, MN, registered since 2019. It reports $80M in assets under management across 472 accounts, with 4 employees. It has 3 investment adviser representatives.
- Reported AUM
- $80M
- Discretionary
- 96%
- Accounts
- 472
- Average account
- $169K
- Employees
- 4
- Advisory reps
- 3
- Registered since
- 2019
- Jurisdictions
- 1
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Nathan Andrew Krampe President, Chief Compliance Officer CRD 5144185
Advisory reps 3 of 3
- Nathan Andrew Krampe Insurance Agent · Investment Adviser Rep CRD 5144185
- David K Pung Insurance Agent · Investment Adviser Rep CRD 2505537
- Charles Milford Tarara Investment Adviser Rep CRD 1153705
Location
- Headquarters
- 1600 Utica Ave S Ste 900
St Louis Park, MN 55416 - County
- Hennepin
- Metro area
- Minneapolis-St. Paul-Bloomington, MN-WI
- Region
- Midwest
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: lionswealth.com
Every state, with registration dates
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