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LEDGEWOOD WEALTH ADVISORS, LLC
CRD 109049File 801-114871
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.8M
Below cohort median (national)
Discretionary AUM
$209.4M
Non-discretionary $7.4M
Clients
98
256 accounts
Employees
2
Below cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 22, 2019
- Principal office
- 92 PORTSMOUTH AVENUE, SUITE 15, EXETER, NH, 03833
- Phone
- 603-773-0080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.8M
- Discretionary AUM
- $209.4M
- Non-discretionary AUM
- $7.4M
- Discretionary accounts
- 251
- Non-discretionary accounts
- 5
- Total accounts
- 256
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.6M |
| Charitable organizations | Fewer than 5 | $274K |
| High net worth individuals | 50 | $200.6M |
| Individuals (other than high net worth individuals) | 43 | $12.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.