Robert
Wofchuck

Ledgewood Wealth Advisors, LLC

CRD#1796660
Investment Advisor
in Exeter, NH

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About this Advisor

Robert Wofchuck is a financial advisor based in Exeter, New Hampshire, working with Ledgewood Wealth Advisors, LLC. Robert has previously held a position at Ledgewood Wealth Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire and Texas. Currently, Robert is part of Ledgewood Wealth Advisors, LLC, which operates out of Exeter, New Hampshire. The firm has 2 employees and manages assets totaling $162.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Ledgewood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

92 Portsmouth Avenue
Exeter, NH 03833

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Ledgewood Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$162,881,302

NH Average: $509,638,208
Total Number of Employees

2

NH Average: 12
Total Number of Accounts

244

NH Average: 581
Average Account Size

$667,546

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Wofchuck Work History

2005 - Present (19 years)

Ledgewood Wealth Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Wofchuck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ledgewood Wealth Advisors, LLC

Lawrence Sarkozy
Exeter, NH
Robert Wofchuck
Exeter, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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