Ledgewood Wealth Advisors, LLC
Firm details
- Headquarters
- Exeter, New Hampshire
- CRD number
- 109049
- Registered since
- March 22, 2019
- Website
- www.ledgewoodwealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.51%
- Individuals5.69%
- Corporations / Businesses1.68%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ledgewood Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that works with individual, family and institutional clients. The firm is SEC-registered (registered in 2019) and provides financial planning and portfolio management services tailored to individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser does not operate as a capital allocator; instead it implements client mandates primarily through custody relationships and third-party managers. Services emphasize discretionary portfolio management (the bulk of assets) while also accommodating non-discretionary engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
2 of 2
Robert Wofchuck
Managing MemberCRD 1796660
Lawrence Sarkozy
Financial AdvisorCRD 4352258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$135M in ETFs
62%
$83.2M
33%
$51.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $16.2M | 308,998 | 12.00% |
Location
Exeter, NH
Rockingham
Location
Exeter, NH
Headquartered in Exeter, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 92 Portsmouth Ave
- Time zone
- ET (UTC-5)
- Office locations
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