Overview
Assets Under Management: $351 million
Headquarters: SARTELL, MN
High-Net-Worth Clients: 101
Average Client Assets: $2.6 million
Frequently Asked Questions
LEDGE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165713), LEDGE WEALTH is subject to fiduciary duty under federal law.
LEDGE WEALTH is headquartered in SARTELL, MN.
LEDGE WEALTH serves 101 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, LEDGE WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LEDGE WEALTH manages $351 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, LEDGE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.47%
Average Client Assets: $2.6 million
Total Client Accounts: 854
Discretionary Accounts: 854
Regulatory Filings
CRD Number: 165713
Filing ID: 1728364
Last Filing Date: 2023-03-22 09:29:00