firm profile
Aspen Leaf Wealth Management, PBC
Overview
Aspen Leaf Wealth Management, PBC is a state registered investment adviser based in Golden, CO, registered since 2013. It reports $99.2M in assets under management across 329 accounts, with 3 employees. It has 2 investment adviser representatives.
- Reported AUM
- $99.2M
- Discretionary
- 94%
- Accounts
- 329
- Average account
- $301K
- Employees
- 3
- Advisory reps
- 2
- Registered since
- 2013
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 2 of 2
- Gregory Bruce Lessard Chief Compliance Officer, Managing Member CRD 4958189
- Melissa Ray Lessard Managing Member CRD 7716672
Advisory reps 2 of 2
- Gregory Bruce Lessard Investment Adviser Rep CRD 4958189
- Peter John Pittman Investment Adviser Rep CRD 5943349
Location
- Headquarters
- 14143 Denver West Pkwy Ste 100
Golden, CO 80401 - County
- Jefferson
- Metro area
- Denver-Aurora-Lakewood, CO
- Region
- West
Registrations
- State registered
- Registered in 2 jurisdictions
- Website: aspenleafllc.com
Every state, with registration dates
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