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The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"FORM ADV 2A - LEDGEWOOD WEALTH ADVISORS, filed 14 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ledgewood Wealth Advisors use?","answer":"Ledgewood Wealth Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $209M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ledgewood Wealth Advisors have?","answer":"Ledgewood Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ledgewood Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Ledgewood Wealth Advisors’ separately managed accounts held 84% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Ledgewood Wealth Advisors have a minimum investment?","answer":"Yes, Ledgewood Wealth Advisors’ minimum account size for its Investment Advisory Services is $500K.","source":"FORM ADV 2A - LEDGEWOOD WEALTH ADVISORS, filed 14 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Ledgewood Wealth Advisors?","answer":"Ledgewood Wealth Advisors’ direct owner is Robert Wofchuck (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ledgewood Wealth Advisors get paid?","answer":"Ledgewood Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}