Ledge Wealth Management is an investment advisor in Sartell with $372.52 mm assets under management.
Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
272503393
SEC advisor number
801-112690
FINRA CRD number
165713
AUM ?
$350.93 mm
(as of 22 Mar 23)
Accounts
854
(as of 22 Mar 23)
Employees
9
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22