# LEDGEWOOD WEALTH ADVISORS, LLC

LEDGEWOOD WEALTH ADVISORS, LLC of EXETER, NH is an SEC-registered investment adviser.

## Registration

- CRD: 109049
- Type: SEC-registered investment adviser
- SEC file number: 801-114871
- Location: 92 PORTSMOUTH AVENUE, SUITE 15, EXETER, NH, 03833
- Phone: 603-773-0080
- Latest filing: 2026-02-06
- Regulatory AUM: $216.8M
- Discretionary AUM: $209.4M
- Non-discretionary AUM: $7.4M
- Clients: 2
- Accounts: 256

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Robert Lawrence Wofchuck | MANAGER MEMBER/CHIEF COMPLIANCE OFFICER | Exeter, NH |
| Lawrence Edward Sarkozy | CHIEF OPERATING OFFICER | — |
| WOFCHUCK ROBERT LAWRENCE | MANAGER MEMBER; MANAGER MEMBER/CHIEF COMPLIANCE OFFICER; OWNER | — |
| WOFCHUCK JOSEPH | MANAGER MEMBER | — |
| SARKOZY LAWRENCE EDWARD | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109049/similar
- Related entities: https://search.stillhousedata.com/firm/109049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.