LESSARD WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$38.6M

Discretionary

$38.6M

100% of AUM

Avg account

$351K

Accounts

110

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 305770
Website: www.lessardwealth.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.73%
Individuals10.27%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lessard Wealth Management is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm functions as a capital allocator and offers a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—depending on client needs. Core advisory services listed on the firm’s materials include financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the available data.