LESSARD WEALTH MANAGEMENT

LESSARD WEALTH MANAGEMENT of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 305770). Regulatory assets under management: $38.6M.

Registration

• CRD: 305770
• Type: Registered investment adviser
• Location: 7337 E DOUBLETREE RANCH ROAD, SCOTTSDALE, AZ, 85258
• Phone: (480) 463-4528
• Latest filing: 2026-04-29
• Regulatory AUM: $38.6M
• Discretionary AUM: $38.6M
• Clients: 1
• Accounts: 110

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search