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| Ledgewood Wealth Advisors LLC
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|---|---|
| CRD # | 109049 |
| SEC # | 801-114871 |
| CIK # | 0002064043 |
| AUM | 216.8 M (2026-02-06) |
| 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) | |
|---|---|---|---|
| Provident Financial Services Inc | 16.0 | ||
| Middlesex Water Co | 14.3 | ||
| Apple Inc | 5.1 | ||
| Alphabet Inc | 2.9 | ||
| Duke Energy Corp | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Johnson & Johnson | 2.0 | ||
| Tekmira Pharmaceuticals Corp | 1.3 | ||
| PNC Financial Services Group Inc | 1.3 | ||
| Roivant Sciences Ltd | 1.2 | ||
| Pangaea Logistics Solutions Ltd | 1.1 | ||
| Caterpillar Inc | 1.1 | ||
| 3D Systems Corp | 1.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | MMR Funding LP | [2012-02-09] | 22.9 M | 11.0 M |
| Offered $100,000,000 · Filed 2010-07-29 (D/A) · Exemption 506 · Minimum $25,000 · Remaining $77,127,554 · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 12.3 |
| (b) Individuals (high net worth individuals) | 50 | 200.6 |
| (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 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 256 | 216.8 |
| By Discretionary | ||
| Discretionary | 251 | 209.4 |
| Non-Discretionary | 5 | 7.4 |
| Total | 256 | 216.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 215.4 | |
| Total | 256 | 216.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Wofchuck | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002064043] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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