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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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