Lawrence Edward Sarkozy
Investment adviser representative at Ledgewood Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$216.8MFirm assets
7 yearsFirm in business
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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
16 years in the industry.
- Ledgewood Wealth Advisors, LLCJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2020
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
- 4352258
- Firm CRD
- 109049