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Robert Lawrence Wofchuck

LEDGEWOOD WEALTH ADVISORS, LLC·EXETER, New Hampshire
Clean recordLEDGEWOOD WEALTH ADVISORS, LLC
92 PORTSMOUTH AVENUE, EXETER, NH 03833CRD# 1796660Firm CRD# 109049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lawrence Wofchuck · EXETER, NH
Registration
CRD #1796660 · LEDGEWOOD WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Lawrence Wofchuck is a registered financial advisor based in EXETER, New Hampshire, affiliated with LEDGEWOOD WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEDGEWOOD WEALTH ADVISORS, LLC
LEDGEWOOD WEALTH ADVISORS, LLC
AUM
$163M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LEDGEWOOD WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1796660
Firm CRD# 109049
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Lawrence Wofchuck offer?
Robert Lawrence Wofchuck specializes in Financial Planning, Investment Management. Contact their office in EXETER, New Hampshire for a consultation.
What are Robert Lawrence Wofchuck's credentials?
Robert Lawrence Wofchuck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lawrence Wofchuck located?
Robert Lawrence Wofchuck is based in EXETER, New Hampshire, working with LEDGEWOOD WEALTH ADVISORS, LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.
How does Robert Lawrence Wofchuck charge for services?
Robert Lawrence Wofchuck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEDGEWOOD WEALTH ADVISORS, LLC?
LEDGEWOOD WEALTH ADVISORS, LLC has approximately 2 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)WOLFEBORO (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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