LEDGEWOOD WEALTH ADVISORS, LLC

EXETER, New Hampshire·2 registered advisors·CRD# 109049
SEC# 801-1148710603-773-0080
01

Firm Overview

AUM
$163M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEDGEWOOD WEALTH ADVISORS, LLC

2 registered advisors
Lawrence Edward Sarkozy
EXETER, New Hampshire
Robert Lawrence Wofchuck
EXETER, New Hampshire
05

Office Locations

EXETER, New Hampshire
2 advisors

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Data sourced from SEC Form ADV filings. LEDGEWOOD WEALTH ADVISORS, LLC (CRD# 109049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.