# Ledgewood Wealth Advisors

Ledgewood Wealth Advisors is a Bank / Wealth / Trust based in Exeter, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Exeter, United States
- **Region:** North America
- **Address:** Exeter, NH, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** www.ledgewoodwealth.com
- **LinkedIn:** https://linkedin.com/company/ledgewood-wealth-advisors

## Regulatory record

- **CRD number:** 109049
- **SEC file number:** 801-114871
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Ledgewood Wealth Advisors is an SEC-registered investment adviser in Exeter, NH, registered since 2019. The firm manages $217 million in assets, $209 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Is Ledgewood Wealth Advisors affiliated with a bank or trust company?

No. Ledgewood operates as an independent registered investment advisor, which means the firm is not a subsidiary of a bank, trust company, or insurance carrier. Client accounts are held at third-party custodians, and the firm's advisors are bound by fiduciary duty rather than a broker-dealer suitability standard. This structure removes the incentive to distribute proprietary products or keep assets on a parent company's balance sheet.

### What is the firm's client concentration?

Ledgewood's client base is highly concentrated geographically along the New Hampshire Seacoast and greater Boston corridor. The demographic profile skews toward high-net-worth retirees, business owners, and inheritors — a client mix that produces heavy demand for retirement-income planning, tax-efficient withdrawal strategies, and intergenerational wealth transfer services rather than speculative growth mandates.

### Is Ledgewood involved in co-investments or direct private deals?

There is no public record of Ledgewood participating in direct co-investments, private club deals, or SPV-level commitments. The firm's investment posture is built around daily-liquid public securities and planning-centric fiduciary advice, making it an unlikely partner for GPs seeking co-investment capital or allocators seeking deal-flow sharing arrangements.

## Related profiles

- [LeConte Wealth Management](https://altss.com/profile/leconte-wealth-management-llc)
- [Leducq Foundation](https://altss.com/profile/leducq-foundation)

---

Updated: 2026-07-08T22:13:23.759Z

Canonical page: https://altss.com/profile/ledgewood-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology