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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-08-2003
- Office Locations
- 1
Office Locations
About Ledgewood Wealth Advisors, LLC
Ledgewood Wealth Advisors, LLC provides goals-based wealth management for individuals and families, including financial planning and portfolio strategy aligned to risk tolerance and long-term objectives. The firm supports areas such as retirement planning, tax and estate planning, insurance and 529 plans, and primarily implements allocations using ETFs and mutual funds across equity and fixed income. Custody is through Pershing.
Reported data analysis
What the numbers show
Between November 12, 2025 and February 6, 2026, reported AUM increased 7.2%, from $202.3M to $216.8M.
Across 5 reported observations, AUM increased 19.8% between February 14, 2022 and February 6, 2026, from $181.0M to $216.8M.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 2 advisory representatives and 98 clients, or 49 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Ledgewood Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT LAWRENCE WOFCHUCK
Chief Compliance Officer, Wealth Advisor
- CRD
- #1796660
- Ownership
- 75% or more
LAWRENCE EDWARD SARKOZY
CHIEF OPERATING OFFICER, Wealth Advisor
- CRD
- #4352258
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,392,612 | $834,234 |
| Non-Discretionary | $7,435,531 | $1,487,106 |
| Total | $216,828,143 | $846,985 |
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Separately Managed Accounts
SMA allocation detail is available
Ledgewood Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Ledgewood Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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