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Home > Retirement Planners > new hampshire > exeter > LEDGEWOOD WEALTH ADVISORS, LLC
LEDGEWOOD WEALTH ADVISORS, LLC
92 Portsmouth Avenue
Suite 15
Exeter, New Hampshire 03833
Tel: 603-773-0080
About LEDGEWOOD WEALTH ADVISORS, LLC
LEDGEWOOD WEALTH ADVISORS, LLC, formally registered with the SEC as LEDGEWOOD WEALTH ADVISORS, LLC. The firm was established in 03/22/2019. They have over 1 offices throughout the country.
LEDGEWOOD WEALTH ADVISORS, LLC is a Exeter, New Hampshire based Financial Planning firm with nearly $202,277,485 assets under management, offering retirement planning & investment advisory services to 252 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109049 |
| SEC# | 801-114871 |
| Assets Managed by Firm | $202,277,485 |
| No. of Clients | 252 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 252 | $202,277,485 |
| Individuals (other than high net worth individuals) | 48 | $14,432,423 |
| High net worth individuals | 47 | $184,378,123 |
| Charitable organizations | Fewer than 5 clients | $263,804 |
| Corporations or other businesses | 5 | $3,203,135 |
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|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
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