Lionheart Wealth Management
Financial Services • 
Summit, New Jersey, United States • 11-20 Employees
Company overview
| Headquarters | 129 Summit Ave, 2nd Floor, Summit, New Jersey 07901, US |
| Phone number | +12127062010 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Investment Planning, Financial Services, Wealth Management, Business Planning, Investment Advisory Services, Tax Efficient Investment Strategies, Estate Planning Strategies, Executive Benefit Planning, Retirement Planning & Strategies, Financial Planning Iar, Ira/ Pension Distribution Planning, Insurance Planning & Strategies |
| Founded | 2017 |
| Employees | 11-20 |
Key Contact at Lionheart Wealth Management
Anthony V. Deangelo
President & Franchise Owner
Lionheart Wealth Management Email Formats
Lionheart Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ampf.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ampf.com | 63.6% |
{first name}.{last name} | john.doe@ampf.com | 36.4% |
About Lionheart Wealth Management
Lionheart Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. What you can expect when you work with us The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Areas of focus: Investment Management Tax Planning Strategies Retirement Income Strategies Executive Compensation and Benefit Strategies Estate Planning Strategies Wealth Preservation Strategies Retirement Planning Strategies Social Security Retirement Benefits Insurance Cash Flow Management Strategies
Lionheart Wealth Management revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Lionheart Wealth Management has 10 employees across 2 departments.
Departments
Number of employees
Funding Data
Lionheart Wealth Management has never raised funding before.
Germany
United Arab Emirates
Frequently asked questions
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