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Building 2LEDGEWOOD WEALTH ADVISORS, LLC

Map pinEXETER, NH
Phone603-773-0080
NotebookSEC #801-64095
Total AUM
$82.2M
Employees
3
Clients
0

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
$82.2M
Accounts
75
Discretionary
$82.2M
Accounts
75
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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