Ledgewood Wealth Advisors, LLC
Ledgewood Wealth Advisors, LLC (CRD# 109049) is a financial advisory firm headquartered in Exeter, NH. They manage $79,262,545 in 195 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management79MILLION
Total Number of Accounts195ACCOUNTS
Average Account Value$406,475
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
MA, NH, NJ, NY, TX
Robert Wofchuck (CRD# 1796660) is an Investment Advisor Representative working at Ledgewood Wealth Advisors, LLC in Exeter, NH and has over 24 years of experience in the finance industry. Robert Wofchuck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.