Ledgerplus Financial Services LLC

Overview

Ledgerplus Financial Services LLC is a small, independent registered investment adviser serving individual and family clients. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when appropriate. As an equity‑oriented capital allocator, Ledgerplus emphasizes exchange‑traded equities and related vehicles as the primary building blocks of client portfolios. The firm charges fees as a percentage of AUM and also uses hourly and other fee arrangements. Ledgerplus is not positioned as an ESG investor and operates under a single‑state footprint. Ledgerplus lists an accounting professional affiliation, which suggests a close working relationship with accounting resources to coordinate tax and planning issues for clients. The firm’s operational scale and service mix indicate a boutique practice that handles comprehensive planning alongside hands‑on portfolio management for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices