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Robert Lawrence Wofchuck

LEDGEWOOD WEALTH ADVISORS, LLC·EXETER, New Hampshire
Series 3, Series 4, Series 7, Series 24, Series 53, Series 63, Series 65Clean record23 years registeredLEDGEWOOD 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

LEDGEWOOD WEALTH ADVISORS, LLC
Mar 2003 – present
AVELIOCH WEALTH MANAGEMENT, LLC
Oct 2013 – Oct 2013
BEDFORD, NH
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 4
Series 7
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · March 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEDGEWOOD WEALTH ADVISORS, LLC
CRD 109049 · SEC 801-114871
AUM
$163M
Regulatory assets under management
Employees
2
244 client accounts
Services offered by LEDGEWOOD WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEDGEWOOD WEALTH ADVISORS, LLC →
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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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Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)WOLFEBORO (7)NEW LONDON (7)KEENE (5)LEBANON (5)NASHUA (5)
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Research
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