Ledgewood Wealth Advisors

Finance · New Hampshire, United States · 51-200 Employees

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Overview

Headquarters

92 Portsmouth Ave Ste 15, Exeter, New Ha...

Phone Number

(603) 773-0080

Revenue

$18.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
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About Ledgewood Wealth Advisors

Ledgewood Wealth Advisors, LLC is a SEC registered investment advisor focused on wealth preservation and financial security for individuals and families. They offer tailored strategies in areas such as retirement, estate planning, investment, insurance, and tax services. The company emphasizes long-term relationships built on open communication and a deep understanding of clients' personal situations and goals. Their resources include educational materials like videos, articles, and calculators to assist clients in making informed financial decisions.Explore more
Popular SearchesLedgewood Wealth Advisors LLCLedgewood Wealth Advisors111 Ledgewood Investments LLChtmlLedgewood Wealth Advisors LLCLedgewood Capital Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ledgewood Wealth Advisors

$18.4M
51-200
Private
-
2001
N/A
$7.6M
51-200
Private
-
2010
GH
Gary HatchDirector, Human Resources
$6.6M
51-200
Private
-
1996
AS
Anne SatterleeManager, Branch Accounting
<$5M
11-50
Private
-
1996
TL
Tracy LealAdministrative Assistant, Financial
<$5M
11-50
Private
-
2004
KG
Karen GoodExecutive Assistant
<$5M
51-200
Private
<$5M
2002
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ledgewood Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ledgewood Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ledgewood Wealth Advisors.

Ledgewood Wealth Advisors Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Ledgewood Wealth Advisors

What is Ledgewood Wealth Advisors's official website?
Ledgewood Wealth Advisors's official website is www.ledgewoodwealth.com
What is Ledgewood Wealth Advisors's Revenue?
Ledgewood Wealth Advisors's revenue is $18.4 Million
What is Ledgewood Wealth Advisors's SIC code?
Ledgewood Wealth Advisors's SIC: 62,628
What is Ledgewood Wealth Advisors's NAICS code?
Ledgewood Wealth Advisors's NAICS: 52,523
How many employees does Ledgewood Wealth Advisors have?
Ledgewood Wealth Advisors has 51-200 employees
What industry does Ledgewood Wealth Advisors belong to?
Ledgewood Wealth Advisors is in the industry of: Finance, Securities Trading
What is Ledgewood Wealth Advisors competition?
Ledgewood Wealth Advisors top competitors include: JK Investment Group, MG Financial Strategies, Wealth Development Council, Harris Financial Group
What technology does Ledgewood Wealth Advisors use?
Some of the popular technologies that Ledgewood Wealth Advisors uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Barracuda Networks
How do I contact Ledgewood Wealth Advisors?
Ledgewood Wealth Advisors contact info: Phone number: (603) 773-0080 Website: www.ledgewoodwealth.com
What does Ledgewood Wealth Advisors do?

Ledgewood Wealth Advisors, LLC is a SEC registered investment advisor focused on wealth preservation and financial security for individuals and families. They offer tailored strategies in areas such as retirement, estate planning, investment, insurance, and tax services. The company emphasizes long-term relationships built on open communication and... a deep understanding of clients' personal situations and goals. Their resources include educational materials like videos, articles, and calculators to assist clients in making informed financial decisions.Read More

Is Ledgewood Wealth Advisors a public company?
Ledgewood Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Ledgewood Wealth Advisors

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