# Lessard Wealth Management

Lessard Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** lessardwealth.com
- **LinkedIn:** https://www.linkedin.com/company/katrinalessard

## Regulatory record

- **CRD number:** 305770
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305770

## About

LESSARD WEALTH MANAGEMENT is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $39 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Lessard Wealth Management?

No named principals or investment decision-makers are publicly associated with Lessard Wealth Management. The firm does not appear on LinkedIn, in press releases, or in industry directories, leaving its leadership and governance structure unknown.

### How does Lessard Wealth Management source proprietary deal flow?

There is no public information on how Lessard Wealth Management sources investment opportunities. The firm's deal flow mechanisms, whether through personal networks, partnerships, or intermediaries, are not disclosed.

### Which sectors does Lessard Wealth Management explicitly avoid?

Lessard Wealth Management has not publicly stated any sector exclusions. The firm's investment restrictions are not documented.

## Related profiles

- [MK3 Wealth LLC](https://altss.com/profile/mk3-wealth-llc)
- [Eight Ventures Private Wealth Management](https://altss.com/profile/eight-ventures-private-wealth-management)

---

Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/lessard-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology