Ledgewood Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Exeter, NH. Its latest Form ADV filing, dated February 6, 2026, reports $217M in regulatory assets under management, 2 employees, and 256 accounts.
Assets Under Management
$217M
Employees
2
Offices
--
Total Clients
98
Primary office
EXETER, NH
92 PORTSMOUTH AVENUE, SUITE 15, EXETER, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.0% of total clients.
Top client categories% of clientsClients
1
HNWI
51.0%
50
2
Individuals
43.9%
43
3
Corporations
5.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of February 6, 2026
Discretionary96.6%
$209M
97% of total RAUM96.6%
Non-discretionary3.4%
$7M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$217M
Total Accounts256
10Y AUM Change+$104M (+92.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.