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LEDGEWOOD WEALTH ADVISORS, LLC
CRD 109049 · SEC 801-114871
92 PORTSMOUTH AVENUE, SUITE 15, EXETER, NH, 03833, United States
Phone
603-773-0080
Fax
603-773-0090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.8M
Discretionary AUM
$209.4M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $12.3M |
| High net worth individuals | 50 | $200.6M |
| Corporations/business entities | 5 | $3.6M |
States served
CA, MA, NJ, NY, NH
All web addresses on file
Official SEC filing: View on IAPD