$99.2M Total AUM
$93.7M Disc. AUM
-- 3Y CAGR
3 Employees
92 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Bridge ember
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
14143 Denver West Pkwy Suite 100 Golden CO
About Aspen Leaf Wealth Management, PBC
Aspen Leaf Wealth Management, PBC is a fee-only, CFP-led RIA in Golden, CO focused on sustainably minded investors, often pre-retirees/retirees seeking tax efficiency. The team builds ESG/impact portfolios paired with comprehensive financial planning and tax-reduction strategies. Structured as a Public Benefit Corporation and Certified B Corp; custody is at Altruist.
Team overview
53 AVG AGE
$49.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
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Asset Classes
Foundation unison Summit
Client Personas
Harbor horizon Bridge
Custodian
Glacier Wave Foundation Radial horizon Signal value Radial
Fund Managers
Prime north
Investment Themes
Peak capital Pathway eagle Focus timber Harbor Catalyst Horizon
Investment Vehicles
Signal Frontier
Services
Signal north Pathway pathway Vertex optima Peak Bridge atlas Foundation Optima Horizon alpha Glacier catalyst
Technology
Horizon
Owner & Executives
GREGORY BRUCE LESSARD
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4958189
- Ownership
- 50% but less than 75%
(953) 434-9169
foundation.optima@optimacapital.com
in linkedin.com/in/fusion-north
M
Melissa Ray Lessard
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
(871) 776-7694
pioneer.ember@radialcapital.com
in linkedin.com/in/vertex-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
PETER JOHN PITTMAN
Financial Planner
- CRD
- #5943349
(497) 830-4770
signal.peak@momentumcapital.com
in linkedin.com/in/ridge-ember
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,695,481 | -- |
| Non-Discretionary | $5,479,905 | -- |
| Total | $99,175,386 | -- |
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Separately Managed Accounts
Total SMA Asset: $99,175,386
Equity - Exchange:
30.4% Public Funds:
29.1% Cash:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,371,096,697 | 30.4% |
| Public Funds | $1,312,464,272 | 29.1% |
| Cash | $1,826,625,533 | 40.5% |
| Total | $4,510,186,502 | 100.0% |