Overview
Assets Under Management: $202 million
Headquarters: EXETER, NH
High-Net-Worth Clients: 47
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.15
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 252
Discretionary Accounts: 247
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 109049
Last Filing Date: 2025-02-12 00:00:00
Website: https://ledgewoodwealth.com