LEDGEWOOD WEALTH ADVISORS, LLC
Total AUM
$82.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
92 PORTSMOUTH AVENUE
SUITE 15
EXETER
NH 03833
United States
SUITE 15
EXETER
NH 03833
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
603-773-0080
Financials
Total AUM
$82.2M
Accounts
75Discretionary
$82.2M
Accounts
75Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.