Ledgewood Wealth Advisors, LLC
SEC RegisteredWealth Preservation and Financial Security
About the firm
Ledgewood Wealth Advisors, LLC is built on a solid foundation of excellent client service and in-depth market knowledge. The firm creates strategies that are tailored to clients' needs and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored financial strategies designed to meet clients' individual needs and goals.
Who they serve
Individuals and families seeking to take care of themselves and their loved ones, with a focus on understanding personal situations, dreams, goals, and risk tolerance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 43 | $12M |
| High Net Worth Individuals | 50 | $201M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 0.70% |
| Next $2 Million | 0.60% |
| Next $2 Million | 0.50% |
| Balance | 0.40% |
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ledgewood Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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