# Aspen Leaf Wealth Management, PBC

> Aspen Leaf Wealth Management, PBC is a state-registered investment advisory firm in Golden, CO, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 165676
- Filed as: ASPEN LEAF WEALTH MANAGEMENT, PBC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Golden, CO
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165676
- AdvisorCensus page: https://advisorcensus.com/firm/aspen-leaf-wealth-management-pbc-golden-co-165676

## Quick answers

**How is Aspen Leaf Wealth Management, PBC compensated?**
On its Form ADV (Item 5.E, October 2026), Aspen Leaf Wealth Management, PBC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Aspen Leaf Wealth Management, PBC located?**
Aspen Leaf Wealth Management, PBC's principal office is in Golden, CO, according to its Form ADV.

**Is Aspen Leaf Wealth Management, PBC registered with the SEC or a state?**
Aspen Leaf Wealth Management, PBC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165676.

**How much does Aspen Leaf Wealth Management, PBC manage?**
Aspen Leaf Wealth Management, PBC reports $99,175,386 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (94% discretionary).

**What types of clients does Aspen Leaf Wealth Management, PBC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (26); corporations or other businesses not listed above (2).

**Does Aspen Leaf Wealth Management, PBC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165676

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $99,175,386
- Discretionary: $93,695,481
- Non-discretionary: $5,479,905

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $29,378,561 |
| High net worth individuals | 26 | $64,316,920 |
| Corporations or other businesses not listed above | 2 | $5,479,905 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aspenleafllc.com
- LinkedIn @greg-lessard-cfp®-crpc®-50ab3513

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspen Leaf Wealth Management, PBC (CRD 165676): Form ADV filing data as of October 2026.