LEDGE WEALTH MANAGEMENT, INC.
Legal name: LEDGE WEALTH
CRD #165713 SEC #801-112690 SARTELL, MN 320-281-3203
SEC Registered
Total AUM
$350.9M
Discretionary
$350.9M
Employees
9
Clients
1
Accounts
854
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $350.9M | $350.9M | $0 | 9 | 16 |
| Mar 2022 | $372.5M | $372.5M | $0 | 8 | 16 |
| Jan 2022 | $288.7M | $288.7M | $0 | 8 | 15 |
| Mar 2021 | $288.7M | $288.7M | $0 | 8 | 15 |
| Sep 2020 | $227.3M | $227.3M | $0 | 7 | 13 |
| Jun 2020 | $227.3M | $227.3M | $0 | 7 | 13 |
| Mar 2020 | $227.3M | $227.3M | $0 | 7 | 13 |
| Mar 2019 | $183.3M | $183.3M | $0 | 7 | 11 |
| Apr 2018 | $182.3M | $182.3M | $0 | 7 | 2 |
| Feb 2018 | $182.3M | $182.3M | $0 | 7 | 2 |
DateMar 2023
Total AUM$350.9M
Discretionary$350.9M
Non-Disc.$0
Employees9
Clients16
DateMar 2022
Total AUM$372.5M
Discretionary$372.5M
Non-Disc.$0
Employees8
Clients16
DateJan 2022
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees8
Clients15
DateMar 2021
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees8
Clients15
DateSep 2020
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees7
Clients13
DateJun 2020
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees7
Clients13
DateMar 2020
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees7
Clients13
DateMar 2019
Total AUM$183.3M
Discretionary$183.3M
Non-Disc.$0
Employees7
Clients11
DateApr 2018
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees7
Clients2
DateFeb 2018
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees7
Clients2