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LESSARD WEALTH MANAGEMENT
THE LESSARD INVESTMENT GROUP LLC
CRD 305770
7337 E DOUBLETREE RANCH ROAD, SUITE 195, SCOTTSDALE, AZ, 85258, United States
Phone
(480) 463-4528
Fax
(480) 436-6592
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$38.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $4.0M |
| High net worth individuals | 72 | $34.6M |
All web addresses on file
Official SEC filing: View on IAPD