L
Lion's Eye Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,000,000
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$666,667
About
Lion’s Eye Wealth serves a small group of individual and institutional clients—including individuals, high-net-worth clients, small to medium businesses, and family offices—offering ongoing discretionary portfolio management and comprehensive financial planning. The firm documents client goals and constraints in individual Investment Policy Statements and conducts regular portfolio monitoring and reporting through custodial statements.
The adviser uses a mix of methods (charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory) and employs active and strategic trading within discretionary mandates to implement client plans. The firm states a fiduciary standard, seeks fair allocation of investment opportunities, and provides documented discovery interviews and plan delivery as part of its process.
Distinctive features relative to peers include a public education program of free seminars and events (topics listed as Finance for Youth; Women & Wealth; Finance for Small Businesses; and Philanthropic Giving), and a requirement that clients custody assets at Charles Schwab Institutional with fees debited from custodial accounts (described in the brochure as resulting in limited custody and possible soft-dollar benefits). The firm also offers access to a broad investment menu—mutual funds, ETFs (including precious-metal ETFs), real estate funds, hedge funds, private equity, venture capital, private placements, commodities and cryptocurrencies—which is notable for a single-advisor practice managing a modest asset base.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$100,000 - $2,000,000: 2.25% $2,000,001 - $10,000,000: 2.00% $10,000,001+: 1.75%
Account minimum: $1,000,000 (may be waived at LEW's discretion; multiple household accounts can be combined to meet minimum)
Main office location
Lion's Eye Wealth LLC
Montrose CO, United States
Number of offices
1
Most active in
Lion's Eye Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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