Overview
Assets Under Management: $202 million
Headquarters: EXETER, NH
High-Net-Worth Clients: 47
Average Client Assets: $4 million
Frequently Asked Questions
LEDGEWOOD WEALTH ADVISORS, LLC 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 #109049), LEDGEWOOD WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LEDGEWOOD WEALTH ADVISORS, LLC is headquartered in EXETER, NH.
LEDGEWOOD WEALTH ADVISORS, LLC serves 47 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, LEDGEWOOD WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LEDGEWOOD WEALTH ADVISORS, LLC manages $202 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, LEDGEWOOD WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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
Filing ID: 2027268
Last Filing Date: 2025-11-12 16:04:22
Website: 0