Lawrence Sarkozy
Ledgewood Wealth Advisors · Exeter, New Hampshire
Lawrence Sarkozy is a fee-only financial advisor at Ledgewood Wealth Advisors in Exeter, New Hampshire. Ledgewood Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ledgewood Wealth Advisors |
|---|---|
| Based in | Exeter, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $216.8M across 256 accounts |
| SEC registration | Investment adviser representative in NH · CRD 4352258 |
| Exams passed | Series 63 (2001) · Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ledgewoodwealth.com |
| Profile |
How Lawrence's firm compares
- Ledgewood Wealth Advisors's average account is about $847,000, from its Form ADV (assets managed divided by 256 accounts).
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Questions about Lawrence
Is Lawrence Sarkozy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Ledgewood Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, Ledgewood Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lawrence Sarkozy based?
Lawrence Sarkozy is based in Exeter, New Hampshire.
Is Lawrence Sarkozy registered with the SEC?
Yes. Lawrence Sarkozy is registered as an investment adviser representative in NH (CRD 4352258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ledgewood Wealth Advisors manage?
Ledgewood Wealth Advisors reports $216.8M across 256 accounts in assets under management.
How do I contact Lawrence Sarkozy?
Through Lawrence's website, www.ledgewoodwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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