Ledgewood Wealth Advisors
Ledgewood Wealth Advisors is an SEC-registered independent advisory firm in Exeter, NH, founded in 2000, providing financial planning, investment management, and insurance services to high-net-worth individuals, families, trusts, and small businesses in the New England region.
- Company typePrivate
- Founded2000
- HeadquartersExeter, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Ledgewood Wealth Advisors does
Ledgewood Wealth Advisors, LLC is an SEC-registered, independent investment advisory firm headquartered in Exeter, New Hampshire, founded in 2000 by Robert L. Wofchuck. The firm delivers wealth management services through three pillars: financial planning (retirement, education, estate, tax, and philanthropic strategies), investment management (risk profiling, asset allocation, portfolio construction, rebalancing, and ongoing monitoring), and insurance services (life, disability, and long-term care). It targets high-net-worth individuals and families as its primary segment, with secondary segments in trusts and small businesses, primarily serving the New England region of the United States.
The firm operates on a traditional RIA technology stack with no proprietary platforms. Client account access is delivered through Pershing's NetxInvestor portal and document management runs on YHL Soft's Client Vault, while marketing and educational content are powered by the third-party FMG Suite website platform. No AI/ML capabilities, automated portfolio engines, or bespoke technology products are disclosed. The advisory bench comprises founder Wofchuck (30+ years industry experience, including senior portfolio management at Prudential Mutual Funds) and Larry Sarkozy, who joined in 2005 from Fidelity Investments and Fleet Bank/Quick & Reilly.
Ledgewood generates revenue through recurring advisory fees on assets under management plus financial planning and insurance commissions, consistent with a subscription/recurring model typical of independent RIAs. Pricing tiers, fee schedules, and minimums are not publicly disclosed. The firm acquires clients through a sales-led, relationship-based motion supported by SEO-optimized educational content, a 200+ term financial glossary, calculators, and tax resources. No institutional backing, external investors, M&A activity, or geographic expansion is indicated; ownership resides with the founder as Managing Member.
Ledgewood Wealth Advisors firmographics
Firmographics- Name
- Ledgewood Wealth Advisors
- Legal name
- Ledgewood Wealth Advisors, LLC
- Website
- https://ledgewoodwealth.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Ledgewood Wealth Advisors is an SEC-registered independent advisory firm in Exeter, NH, founded in 2000, providing financial planning, investment management, and insurance services to high-net-worth individuals, families, trusts, and small businesses in the New England region.
- Ownership category
- akta.pro rank
Ledgewood Wealth Advisors industry classification
Industry- Product category
- Wealth Management and Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industry
- Affluent / Mass-Affluent Private Banking (FSABADAC)
Keywords
Where Ledgewood Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Exeter
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Ledgewood Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory and Wealth Management Fees: The firm generates revenue through advisory fees for comprehensive financial planning and investment management services. As an SEC registered investment advisor, the firm provides custom-tailored financial strategies including retirement planning, investment management, estate planning, tax planning, and insurance services. The firm is described as 'independent,' suggesting fee-only or fee-based compensation structures typical of registered investment advisors.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Ledgewood Wealth Advisors product offering
Product offeringCore offering
Ledgewood Wealth Advisors is an independent, SEC-registered investment advisory firm that provides comprehensive financial planning, investment management, and insurance services to affluent individuals, families, trusts, and small businesses. Its offerings include retirement planning, education funding (529 Plans), estate planning, tax planning, philanthropic planning, asset allocation and portfolio rebalancing, and life, disability, and long-term care insurance. Services are delivered through personalized, hands-on advisory engagements with recurring fees on assets under management.
Product overview
Ledgewood Wealth Advisors offers a comprehensive wealth management platform built around three core service pillars: Financial Planning, Investment Management, and Insurance Services. Financial Planning provides custom-tailored strategies covering retirement planning (including 401(k), IRA, and profit sharing plans), education funding (529 Plans, Education IRAs), estate planning, tax planning, and philanthropic planning. Investment Management encompasses the full investment lifecycle from risk assessment and asset allocation to portfolio recommendations, rebalancing, and ongoing performance monitoring. Insurance Services addresses life insurance, disability, and long-term care protection. The firm is SEC registered and operates from Exeter, NH, serving clients through independent advisory services.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service for individuals and families, including custom plans with regular monitoring, retirement planning (cash flow analysis, 401(k)/403(b) strategy, IRAs, profit sharing plans), education funding (529 Plans, Education IRAs, UGMA/UTMA), estate planning, philanthropic planning, and tax planning.
- Investment Management Investment management service covering the full investment lifecycle for individuals, families, trusts, and small businesses, including identifying objectives and risk tolerances, determining asset allocation, incorporating liquidity needs, recommending investment portfolios, rebalancing, monitoring performance, and conducting regular reviews.
- Insurance Services Insurance planning service for families to protect against financial consequences of unexpected events, including life insurance, disability insurance, and long-term care insurance products.
Companies that use Ledgewood Wealth Advisors
Customer profileSegments3 records
Ideal customer profiles2 records
Ledgewood Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Ledgewood Wealth Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights3 records
Ledgewood Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Clarfeld Financial Advisors: Independent, fee-only RIA serving affluent families and small businesses with holistic financial planning, investment management, and tax services—closely comparable in target client, service scope, and independent ownership structure.
- Moneta Group: Independent, fee-only RIA serving HNW individuals, families, and small businesses with comprehensive financial planning, investment management, and tax services—directly comparable to Ledgewood's service mix and target clientele, though at significantly larger scale.
- Bessemer Trust: Privately held wealth advisory firm serving ultra-HNW and HNW families with investment management, trust, and family office services—comparable offering to Ledgewood's financial planning and wealth management focus.
- Glenmede: Independent investment and wealth management firm serving HNW individuals, families, foundations, and endowments, with a similar relationship-based, comprehensive wealth advisory model.
- Cresset Capital: Private, multi-family office focused on HNW and UHNW clients, offering integrated wealth management, investment advisory, and family office services—overlapping with Ledgewood's HNW-targeted comprehensive planning model.
- Fiduciary Trust International: Wealth management and investment advisory firm serving HNW families, individuals, and institutions with personalized portfolio management, financial planning, and trust services—directly comparable in service architecture.
Broad incumbents
- Wells Fargo Private Wealth Management: Large-scale HNW wealth advisory arm of a national bank, providing investment management, financial planning, trust, and credit services to affluent households—an incumbent competitor in the same HNW segment.
- Brown Brothers Harriman (Wealth Management): Long-established private bank and trust company offering investment management, wealth planning, and trust services to HNW families; broader scale and balance sheet than Ledgewood but overlapping HNW advisory thesis.
- Fidelity Wealth Management: Broader incumbent offering HNW financial planning, investment management, and wealth solutions; overlaps with Ledgewood's HNW planning and investment management services at much greater scale.
Regional players
- Gratus Capital (or comparable regional RIA): Independent, fee-only RIA based in the Mid-Atlantic region serving HNW families and individuals with comprehensive financial planning and investment management—comparable in independent, owner-operated model and HNW segment focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Ledgewood Wealth Advisors social profiles
Digital presenceLedgewood Wealth Advisors compliance and trust
Trust signalCompliance1 record
Ledgewood Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ledgewood Wealth Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Ledgewood Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ledgewood Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ledgewood Wealth Advisors
What does Ledgewood Wealth Advisors do?
Ledgewood Wealth Advisors is an independent, SEC-registered investment advisory firm that provides comprehensive financial planning, investment management, and insurance services to affluent individuals, families, trusts, and small businesses. Its offerings include retirement planning, education funding (529 Plans), estate planning, tax planning, philanthropic planning, asset allocation and portfolio rebalancing, and life, disability, and long-term care insurance. Services are delivered through personalized, hands-on advisory engagements with recurring fees on assets under management.
Is Ledgewood Wealth Advisors a public or private company?
Ledgewood Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ledgewood Wealth Advisors founded?
Ledgewood Wealth Advisors was founded in 2000. It employs 101 to 250 people.
Where is Ledgewood Wealth Advisors based?
Ledgewood Wealth Advisors is headquartered in Exeter, United States, in the North America region.
How does Ledgewood Wealth Advisors make money?
One revenue line is on record: financial Advisory and Wealth Management Fees.
Who are Ledgewood Wealth Advisors's main competitors?
Direct peers on record are Clarfeld Financial Advisors, Moneta Group, Bessemer Trust, Glenmede, Cresset Capital and Fiduciary Trust International. Broad incumbents are Wells Fargo Private Wealth Management, Brown Brothers Harriman (Wealth Management) and Fidelity Wealth Management. Gratus Capital (or comparable regional RIA) is listed as a regional player.
Does Ledgewood Wealth Advisors have an API?
No public API is recorded for Ledgewood Wealth Advisors.
What industry is Ledgewood Wealth Advisors in?
Ledgewood Wealth Advisors's product category is Wealth Management and Investment Advisory Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.