Ledgewood Wealth Advisors, LLC
Ledgewood Wealth Advisors, LLC is an SEC-registered wealth manager in Exeter, NH with $216.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Ledgewood Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109049, SEC 801-114871, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $216.8M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- Exeter, NH
- Employees
- 2
- Clients
- 98
- CRD
- 109049
- Ownership
- WOFCHUCK, ROBERT, LAWRENCE; WOFCHUCK, JOSEPH; RLW, INC; SARKOZY, LAWRENCE, EDWARD
How much AUM does Ledgewood Wealth Advisors, LLC have?
Ledgewood Wealth Advisors, LLC reported $216.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Ledgewood Wealth Advisors, LLC?
Disclosed owners and executives of Ledgewood Wealth Advisors, LLC include WOFCHUCK, ROBERT, LAWRENCE, WOFCHUCK, JOSEPH, RLW, INC, SARKOZY, LAWRENCE, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.