{
  "crd_number": 109049,
  "slug": "ledgewood-wealth-advisors-llc-exeter-nh-109049",
  "primary_business_name": "LEDGEWOOD WEALTH ADVISORS, LLC",
  "legal_name": "LEDGEWOOD WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Exeter",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-03-22",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 216828143.0,
  "raum_discretionary": 209392612.0,
  "raum_non_discretionary": 7435531.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 274334.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 12327930.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 200580850.0,
      "count": 50
    },
    "corporations_other_businesses": {
      "raum": 3645029.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MA",
    "NH",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://ledgewoodwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109049",
  "city_as_filed": "EXETER",
  "url": "https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049",
  "display_name": "Ledgewood Wealth Advisors, LLC",
  "summary": "Ledgewood Wealth Advisors, LLC is an SEC-registered investment advisory firm in Exeter, NH, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Ledgewood Wealth Advisors, LLC (CRD 109049): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Ledgewood Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ledgewood Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Ledgewood Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: $100 to $250 an hour (financial planning services on a standalone basis); Flat fee: $3,000 to $15,000 (financial planning services on a standalone basis). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ledgewood Wealth Advisors, LLC located?",
      "a": "Ledgewood Wealth Advisors, LLC's principal office is in Exeter, NH, according to its Form ADV."
    },
    {
      "q": "Is Ledgewood Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Ledgewood Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 109049."
    },
    {
      "q": "How much does Ledgewood Wealth Advisors, LLC manage?",
      "a": "Ledgewood Wealth Advisors, LLC reports $216,828,143 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (97% discretionary)."
    },
    {
      "q": "How have Ledgewood Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ledgewood Wealth Advisors, LLC: Regulatory assets under management: $150,273,000 in the October 2021 data and $216,828,143 in the October 2026 data, up 44%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ledgewood Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (43); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Ledgewood Wealth Advisors, LLC use?",
      "a": "Ledgewood Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ledgewood Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109049"
    },
    {
      "q": "What changed in Ledgewood Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: No longer registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 150273000.0,
      "total_employees": 2,
      "filing_date": "2021-03-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 181049884.0,
      "total_employees": 2,
      "filing_date": "2022-02-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 151691028.0,
      "total_employees": 2,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 162881302.0,
      "total_employees": 2,
      "filing_date": "2024-02-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 202277485.0,
      "total_employees": 2,
      "filing_date": "2025-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 216828143.0,
      "total_employees": 2,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $250 an hour (financial planning services on a standalone basis)",
      "Flat fee: $3,000 to $15,000 (financial planning services on a standalone basis)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $250 an hour (financial planning services on a standalone basis)"
        ],
        "quotes": [
          "Hourly fees range from $100 to $250 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 to $15,000 (financial planning services on a standalone basis)"
        ],
        "quotes": [
          "Fixed fees range from $3,000 to $15,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 250.0,
          "period": "hour",
          "service": "financial planning services on a standalone basis"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 3000.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial planning services on a standalone basis"
        }
      ]
    },
    "quotes": [
      "Hourly fees range from $100 to $250 per hour.",
      "Fixed fees range from $3,000 to $15,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 12327930.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 200580850.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 274334.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3645029.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109049",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}