Ledgewood Wealth Advisors, LLC

Ledgewood Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, estates, and business entities, providing portfolio management and financial planning services, including standalone planning engagements. The firm manages both discretionary and non‑discretionary accounts and typically documents client objectives in an investment policy statement tailored to each relationship.

Ledgewood’s investment process relies on fundamental analysis and continuous monitoring, implementing client allocations through individual securities or mutual funds. When appropriate for a client’s objectives and risk tolerance, portfolios may employ active techniques such as limited option writing, occasional option purchases, margin use, short sales, and recommendations of alternative partnership interests or custodian‑administered securities‑lending programs.

Noteworthy features include a small advisory team overseeing regulatory assets in excess of $200 million, yielding a comparatively high assets‑per‑advisor ratio relative to many peers. Operationally the firm uses a national custodian platform that provides block trading, fee‑debiting and institutional fund access, maintains a formal Code of Ethics with transaction pre‑clearance and quarterly employee trade reviews, and employs third‑party transcription tools for internal recordkeeping.