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
Aspen Leaf Wealth Management, Pbc
By the Numbers
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Total Assets Under Management60MILLION
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Total Number of Accounts281ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Aspen Leaf Wealth Management, Pbc
1
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 (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.
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