Ledgewood Wealth Advisors, LLC at 92 Portsmouth Ave STE 15, Exeter, Nh 03833 lists Lawrence Sarkozy and Robert Wofchuck of Exeter, NH as the associates.
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Wofchuck, Robert
Registered Agent
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92 PORTSMOUTH AVENUE S15, EXETER, NH 03833
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Lawrence Sarkozy
Member
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92 PORTSMOUTH AVE STE 15, EXETER, NH 03833
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Robert Wofchuck
Member
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92 PORTSMOUTH AVE STE 15, EXETER, NH 03833
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92 PORTSMOUTH AVE STE 15, EXETER, NH 03833
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameLEDGEWOOD WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,241,467 / $1,599,864 | 2023 | LEDGEWOOD WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST - Plan #001 | 2 / 2 | $1,241,467 / $1,599,864 |
| 2022 | Plan NameLEDGEWOOD WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,789,658 / $1,241,467 | 2022 | LEDGEWOOD WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST - Plan #001 | 2 / 2 | $1,789,658 / $1,241,467 |
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