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).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $406,475
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, NJ, NY, TX

Financial Advisors at Ledgewood Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert L. Wofchuck
CRD#: 1796660
92 Portsmouth Avenue, Exeter, NH 03833
96
Wealthminder
score

Robert Wofchuck (CRD# 1796660) 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. 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.

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