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Ledgewood Wealth Advisors, LLC

● SEC registered since 2019CRD 109049SEC# 801-114871Exeter, NH
Export (members)
Reg. AUM
$202.3M
Employees
2
Accounts
252
Location
Exeter, NH

Ledgewood Wealth Advisors, LLC assets under management

Ledgewood Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Exeter, NH. The firm has been registered since 2019. It reports $202.3 million in regulatory assets under management and employs 2 people.
www.ledgewoodwealth.comView on SEC.gov ↗

Ledgewood Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Lawrence Edward Sarkozy ControlChief Operating OfficerUnder 5%2023
Robert Lawrence Wofchuck ControlManager Member/Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Ledgewood Wealth Advisors, LLC manage?

Ledgewood Wealth Advisors, LLC reports $202.3 million in regulatory assets under management on its Form ADV.

How many employees does Ledgewood Wealth Advisors, LLC have?

Ledgewood Wealth Advisors, LLC reports 2 employees.

Where is Ledgewood Wealth Advisors, LLC located?

Ledgewood Wealth Advisors, LLC is based in Exeter, NH and has been SEC-registered since 2019.

Does Ledgewood Wealth Advisors, LLC disclose fund performance?

Ledgewood Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address92 Portsmouth Avenue, Suite 15, Exeter, NH 03833
Phone603-773-0080
Fax603-773-0090
Office hours9a.m. To 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$195M
Non-discretionary$7.3M
Total (RAUM)$202.3M