Mehak Thukral
Investment adviser representative at Lionshead Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$229.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lionshead Wealth Management, LLCJul 2017 to now
- Wilmington Capital Securities LLCDec 2016 to Jun 2017
- Direct AgentsAug 2016 to Dec 2016
- StudentFeb 2010 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lionshead Wealth Management, LLC
$229.8MAssets managed
107Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6735747
- Firm CRD
- 288526