LEDGEWOOD WEALTH ADVISORS, LLC of EXETER, NH is an SEC-registered investment adviser (CRD 109049). Regulatory assets under management: $216.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |