Aspen Leaf Wealth Management, Pbc

Aspen Leaf Wealth Management, Pbc (CRD# 165676) is a financial advisory firm headquartered in Golden, CO. They manage $59,831,597 in 281 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14143 Denver West Pkwy, Suite 100, Golden, CO 80401
https://www.aspenleafllc.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $212,924
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Aspen Leaf Wealth Management, Pbc
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Lessard, financial advisor Golden CO
Gregory B. Lessard
CRD#: 4958189
14143 Denver West Pkwy, Suite 100, Golden, CO 80401

Gregory Lessard (CRD# 4958189) is an Investment Advisor Representative working at Aspen Leaf Wealth Management, Pbc in Golden, CO and has over 18 years of experience in the finance industry.

2
Peter Pittman, financial advisor Golden CO
Peter J. Pittman
CRD#: 5943349
14143 Denver West Pkwy, Suite 100, Golden, CO 80401

Peter Pittman (CRD# 5943349) is an Investment Advisor Representative working at Aspen Leaf Wealth Management, Pbc in Golden, CO and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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