Ledgewood Wealth Advisors, LLC
● SEC registered since 2019CRD 109049SEC# 801-114871Exeter, NH
Reg. AUM
$216.8M
Employees
2
Accounts
256
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 $216.8 million in regulatory assets under management and employs 2 people.
Ledgewood Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Edward Sarkozy Control | Chief Operating Officer | Under 5% | 2023 |
| Robert Lawrence Wofchuck Control | Manager Member/Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Ledgewood Wealth Advisors, LLC manage?
Ledgewood Wealth Advisors, LLC reports $216.8 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
| Address | 92 Portsmouth Avenue, Suite 15, Exeter, NH 03833 |
| Phone | 603-773-0080 |
| Fax | 603-773-0090 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.8M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$216.8Mregulatory AUM
Discretionary $209.4MNon-discretionary $7.4M