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Building 2LEDGEWOOD WEALTH ADVISORS, LLC

Map pinEXETER, NH
Phone603-773-0080
NotebookSEC #801-114871
Total AUM
$216.8M
Employees
2
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
92 PORTSMOUTH AVENUE
SUITE 15
EXETER
NH 03833
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
603-773-0080

ReceiptFinancials

Total AUM
$216.8M
Accounts
256
Discretionary
$209.4M
Accounts
251
Non-Discretionary
$7.4M
Accounts
5

ContactClients

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Individual Clients
43
AUM
$12.3M
HNW Individual Clients
50
AUM
$200.6M
Charitable Organization Clients
1
AUM
$274.3K
Corporation or Business Clients
5
AUM
$3.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANHNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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