LEDGEWOOD WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$216,828,143
Discretionary
$209,392,612
Non-discretionary
$7,435,531
Firm details
- CRD number
- 109049
- SEC file number
- 801-114871
- Main office
- EXETER, NH, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.LEDGEWOODWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.