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| Ledgewood Wealth Advisors LLC
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|---|---|
| CRD # | 109049 |
| SEC # | 801-114871 |
| CIK # | 0002064043 |
| AUM | $202.3 M (2025-02-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-773-0080 |
| Address | 92 Portsmouth Avenue Exeter, NH 03833 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002064043 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Middlesex Water Co | 13.8 | ||
| Provident Financial Services Inc | 11.9 | ||
| Apple Inc | 3.8 | ||
| Duke Energy Corp | 2.2 | ||
| Pangaea Logistics Solutions Ltd | 2.0 | ||
| Leonardo DRS Inc | 1.8 | ||
| Alphabet Inc | 1.6 | ||
| Johnson & Johnson | 1.4 | ||
| Alphabet Inc | 1.2 | ||
| PNC Financial Services Group Inc | 1.0 | ||
| Digimarc Corp | 0.9 | ||
| Tekmira Pharmaceuticals Corp | 0.9 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | MMR Funding LP | [2012-02-09] | 22.9 | 11.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 14.4 |
| (b) Individuals (high net worth individuals) | 47 | 184.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 252 | 202.3 |
| By Discretionary | ||
| Discretionary | 247 | 195.0 |
| Non-Discretionary | 5 | 7.3 |
| Total | 252 | 202.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 200.9 | |
| Total | 252 | 202.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Wofchuck | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002064043] |
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