Ledgewood Wealth Advisors LLC

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Assets, Funds, Holdings

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Ledgewood Wealth Advisors LLC
CRD #109049
SEC #801-114871
CIK #
AUM $137.3 MM (100% Disc, 99% US, 2020-06-22)
Employees 2 (50% Investors, 0% Brokers)
Phone603-773-0080
Address92 Portsmouth Avenue
Exeter, NH 03833
Source [IAPD] [Website]
Total AUM ($MM)
14011284562802009201320172021
Type Private Fund Date Sold ($MM) AUM ($MM)
Other MMR Funding LP [2012-02-09] 22.9 11.0
Fund Directors # Filings # Firms 2011 - 2020
Robert Wofchuck 2
Comparable Firms State AUM ($BB)
Reason Financial
CA 0.1
Custom Portfolio Group LLC
CO 0.1
Portfolio Management LLC
TX 0.1
Vesta Wealth Management LLC
FL 0.1
Guardian Wealth Management Inc
IL 0.1
United Wealth Management LLC
VA 0.1
Constantiam LLC
MO 0.1
Finley Financial LLC
OR 0.1
CALE Financial Management LLC
HI 0.1
CALE Financial Management Inc
HI 0.1
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