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).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    244
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Robert L. Wofchuck
CRD#: 1796660
92 Portsmouth Avenue, Exeter, NH 03833

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 E. Sarkozy
CRD#: 4352258
92 Portsmouth Avenue, Suite 15, Exeter, NH 03833

Lawrence Sarkozy (CRD# 4352258) is an Investment Advisor Representative working at Ledgewood Wealth Advisors, LLC in Exeter, NH and has over 22 years of experience in the finance industry.

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