LEDGEWOOD WEALTH ADVISORS, LLC
CRD #109049 SEC #801-114871 EXETER, NH 603-773-0080
SEC Registered
Total AUM
$202.3M
Discretionary
$195M
Employees
2
Clients
26
Accounts
252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $202.3M | $195M | $7.3M | 2 | 0 |
| Feb 2025 | $202.3M | $195M | $7.3M | 2 | 0 |
| Feb 2024 | $162.9M | $162.9M | $0 | 2 | 0 |
| Nov 2023 | $151.7M | $151.7M | $0 | 2 | 0 |
| Mar 2023 | $151.7M | $151.7M | $0 | 2 | 0 |
| Jan 2023 | $181M | $181M | $0 | 2 | 0 |
| Feb 2022 | $181M | $181M | $0 | 2 | 0 |
| Mar 2021 | $150.3M | $150.3M | $0 | 2 | 0 |
| Jan 2021 | $137.3M | $137.3M | $0 | 2 | 0 |
| Nov 2020 | $137.3M | $137.3M | $0 | 2 | 0 |
| Oct 2020 | $137.3M | $137.3M | $0 | 2 | 0 |
| Jul 2020 | $137.3M | $137.3M | $0 | 2 | 0 |
| Jun 2020 | $137.3M | $137.3M | $0 | 2 | 0 |
| Apr 2020 | $137.3M | $137.3M | $0 | 2 | 0 |
| Feb 2020 | $137.3M | $137.3M | $0 | 2 | 0 |
| Mar 2019 | $112.4M | $112.4M | $0 | 2 | 0 |
| Feb 2019 | $112.4M | $112.4M | $0 | 2 | 0 |
| Feb 2012 | $82.2M | $82.2M | $0 | 1 | 26 |
| Mar 2011 | $86.6M | $86.6M | $0 | 5 | -- |
| Dec 2010 | $84.1M | $61.3M | $22.9M | 5 | -- |
| Nov 2010 | $84.1M | $61.3M | $22.9M | 5 | -- |
| Jul 2010 | $84.1M | $61.3M | $22.9M | 5 | -- |
| Jul 2010 | $64.8M | $42.3M | $22.5M | 5 | -- |
| Apr 2010 | $64.8M | $42.3M | $22.5M | 5 | -- |
| Feb 2007 | $53.3M | $33.3M | $20M | 5 | -- |
| Feb 2006 | $34.8M | $19.9M | $14.8M | 5 | -- |
| Jul 2001 | $26.3M | $26.3M | $0 | 5 | -- |
DateNov 2025
Total AUM$202.3M
Discretionary$195M
Non-Disc.$7.3M
Employees2
Clients0
DateFeb 2025
Total AUM$202.3M
Discretionary$195M
Non-Disc.$7.3M
Employees2
Clients0
DateFeb 2024
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2012
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$86.6M
Discretionary$86.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$84.1M
Discretionary$61.3M
Non-Disc.$22.9M
Employees5
Clients--
DateNov 2010
Total AUM$84.1M
Discretionary$61.3M
Non-Disc.$22.9M
Employees5
Clients--
DateJul 2010
Total AUM$84.1M
Discretionary$61.3M
Non-Disc.$22.9M
Employees5
Clients--
DateJul 2010
Total AUM$64.8M
Discretionary$42.3M
Non-Disc.$22.5M
Employees5
Clients--
DateApr 2010
Total AUM$64.8M
Discretionary$42.3M
Non-Disc.$22.5M
Employees5
Clients--
DateFeb 2007
Total AUM$53.3M
Discretionary$33.3M
Non-Disc.$20M
Employees5
Clients--
DateFeb 2006
Total AUM$34.8M
Discretionary$19.9M
Non-Disc.$14.8M
Employees5
Clients--
DateJul 2001
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--