Investment adviser · CRD 109049

LEDGEWOOD WEALTH ADVISORS, LLC

Investment adviser filing (IA)

EXETER, NH, United States · Form ADV filed Sep 14, 2026

Regulatory AUM: $217M
Client accounts: 256
Employees: 2
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	50	$200,580,850	92.5%
Individuals	43	$12,327,930	5.7%
Corporations & businesses	5	$3,645,029	1.7%
Charities	Fewer than 5	$274,334	0.1%

Filing source

Form ADV 2132482 · Sep 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MMR FUNDING, LPOther Private Fund · Last reported Feb 9, 2012$11MGross asset value

Fund administrator GREENSTEIN ASSOCIATES EAST BRUNSWICK, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor ADEPTUS PARTNERS LLC OCEAN, New Jersey, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-2626488967
Reported beneficial owners: 78
Minimum commitment: $100K
Form D file number: 021-145602

Form ADV 605381 · Feb 9, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

92 PORTSMOUTH AVENUE, SUITE 15
EXETER, NH, 03833, United States

CRD 109049

Filing source

Form ADV 2132482 · Sep 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.