Robert Lawrence Wofchuck
Investment adviser representative at Ledgewood Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$216.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Ledgewood Wealth Advisors, LLCMar 2005 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (NH).
Ledgewood Wealth Advisors, LLC
$216.8MAssets managed
98Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1796660
- Firm CRD
- 109049