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, individually owned registered investment adviser that began SEC registration in 2019. The firm serves both individual and family clients as well as institutional accounts, focusing on financial planning and portfolio management for individuals and small businesses. Its billing model includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements, suggesting flexibility for both ongoing advisory relationships and one-off planning engagements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities80%
- Public Funds/Mutual Funds11%
- Investment Grade Corp Bonds6%
- US Government Bonds2%
- Non-Exchange Traded Equities1%
Contacts
2 of 2ROBERT 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
$134M in ETFs
61%
$82M
31%
$51.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $14.7M | 325,616 | 10.99% |
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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