Ledgewood Wealth Advisors, LLC
Ledgewood Wealth Advisors, LLC (CRD# 109049) is a financial advisory firm headquartered in Exeter, NH. They manage $162,881,302 in 244 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Ledgewood Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management163MILLION
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Total Number of Accounts244ACCOUNTS
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Average Account Value$667,546
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH, NJ, NY, TX
Financial Advisors at Ledgewood Wealth Advisors, LLC
1
Robert Wofchuck (CRD# 1796660) is an Investment Advisor Representative working at Ledgewood Wealth Advisors, LLC in Exeter, NH and has over 30 years of experience in the finance industry.
2
Lawrence Sarkozy (CRD# 4352258) is an Investment Advisor Representative working at Ledgewood Wealth Advisors, LLC in Exeter, NH and has over 23 years of experience in the finance industry.
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