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LEDGE WEALTH

SARTELL, MN · CRD 165713 · IAPD ↗ · ledgewealth.com · 320-281-3203

$350.9MRegulatory AUM
4Advisory reps
9Employees
16Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — LEDGE WEALTH (SARTELL, MN) left the SEC roster (was $350.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.