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LEDGEWOOD WEALTH ADVISORS, LLC

Tel: 603-773-0080
92 Portsmouth Avenue
Suite 15
Exeter, New Hampshire  03833

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LEDGEWOOD WEALTH ADVISORS, LLC

LEDGEWOOD WEALTH ADVISORS, LLC is a Exeter, New Hampshire based financial advisory firm with nearly $202,277,485 in assets under management and provides investment advisory services for 252 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

109049

SEC#:

801-114871

No. of Clients:

252

Assets under Management

$202,277,485

No. of Advisors:

2

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