LEDGEWOOD WEALTH ADVISORS, LLC
Tel: 603-773-0080 92 Portsmouth Avenue Suite 15 Exeter, New Hampshire 03833
About 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
Firm CRD#:
109049
Firm SEC#:
801-114871
Assets Under Management:
$202,277,485
No. of Clients:
252
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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