Robert Wofchuck
Ledgewood Wealth Advisors · Exeter, New Hampshire
Robert Wofchuck is a fee-only financial advisor at Ledgewood Wealth Advisors in Exeter, New Hampshire, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 1796660 |
| Exams passed | Series 63 (1997) · Series 65 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ledgewoodwealth.com |
| Profile |
How Robert'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 Robert
Is Robert Wofchuck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Ledgewood Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Wofchuck based?
Robert Wofchuck is based in Exeter, New Hampshire.
What credentials does Robert Wofchuck hold?
Robert Wofchuck holds the CFP credential.
Is Robert Wofchuck registered with the SEC?
Yes. Robert Wofchuck is registered as an investment adviser representative in NH (CRD 1796660), 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 Robert Wofchuck?
Through Robert'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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