Ledge Wealth Management

EST. AUM
$350,927,270

CONTACTS
2

CLIENT ACCOUNTS
854

Firm Details

Metro area Minneapolis
CRD Number 165713
Website dakotawm.com
Client types

Overview

Acquired by Dakota Wealth Management Based in Minnesota, Ledge Wealth is a fee-based, independent, registered investment advisory firm that provides unbiased investment advice and legacy planning for high net worth individuals, families, and business owners across the United States.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ledge Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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