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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LEDGE WEALTH

LEDGE WEALTH MANAGEMENT, INC., CRD 165713

SARTELL, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eac8be84-2e86-e4a2-5186-71b14713aa5f

Data as of Mar 22, 2023 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 8
On other graphs: 0
Observed: Feb 22, 2018 to Mar 22, 2023
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $351MItem 5.F on the latest filing (2023-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $351M
Private client RAUM: $347MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 854
Individual clients: 207
High net worth clients: 101
Custody, client assets: $185M
SEC number: 801-112690
CRD: 165713
Filings on the tape: 10
First filed: Feb 22, 2018
Latest filed: Mar 22, 2023
Organised: Corporation, Minnesota

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARTELL, GINA, KOSHIOL	CCO/COO	C	yes	01/2015	Feb 22, 2018	Mar 22, 2023
DURRWACHTER, KURT, S	CEO/PRESIDENT	D	yes	10/2012	Feb 22, 2018	Mar 22, 2023
RONLUND, SAMUEL, JOHN	Advisor	Na	no	01/2019	Mar 28, 2019	Mar 22, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2022	Mar 22, 2023	$351M	$351M	9	4	n/a	n/a
2021	Mar 28, 2022	$373M	$373M	8	4	n/a	n/a
2020	Mar 29, 2021	$289M	$289M	8	5	n/a	n/a
2019	Mar 25, 2020	$227M	$227M	7	4	n/a	n/a
2018	Mar 28, 2019	$183M	$183M	7	4	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$351M	$373M	-5.8%	$227M	15.6%	9	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DAKOTA WEALTH, LLC	3	Mar 19, 2024	Jan 2, 2024	SARTELL, MN	Firm absorbed	RIA to RIA	100.0%
DAKOTA WEALTH, LLC	2	Feb 29, 2024	Jan 2, 2024	SARTELL, MN	Team lift out	RIA to RIA	40.0%

Relationships

Owns (1)

← RONLUND, SAMUEL, JOHNOwnerADVISOR, ownership code NA, individual
Mar 28, 2019 to presentfactForm ADV

Controls (2)

← BARTELL, GINA, KOSHIOLOwnerCCO/COO, ownership code C, individual
Feb 22, 2018 to presentfactForm ADV
← DURRWACHTER, KURT, SOwnerCEO/PRESIDENT, ownership code D, individual
Feb 22, 2018 to presentfactForm ADV

Registered with (5)

← SAMUEL JOHN RONLUNDAdvisorregistration: previous registration
Dec 22, 2015 to Mar 19, 2024factForm ADV
← KURT Stephen DURRWACHTERAdvisorregistration: previous registration
Dec 9, 2013 to Mar 19, 2024factForm ADV
← ROBIN ANN SCHAAAdvisorregistration: previous registration
Aug 4, 2015 to Mar 19, 2024factForm ADV
← GINA KOSHIOL BARTELLAdvisorregistration: previous registration
Dec 4, 2013 to Feb 29, 2024factForm ADV
← Marshall John GramsAdvisorregistration: previous registration
Nov 18, 2020 to Feb 29, 2024factForm ADV

Moved with (1)

→ DAKOTA WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Feb 29, 2024 to Jan 2, 2024factForm ADV

Dated events

Occurred
Mar 19, 2024
Firm absorbed
Ledge Wealth's advisors moved to Dakota Wealth, LLC (Sartell, MN): 3 of 3 registered, on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Mar 19, 2024
Advisor changed firm
Robin Ann Schaa left Ledge Wealth for Dakota Wealth, Llc (registered 2024-01-02)
Form ADVobserved 3 days ago
Occurred
Mar 19, 2024
Advisor changed firm
Kurt Stephen Durrwachter left Ledge Wealth for Dakota Wealth, Llc (registered 2024-01-02)
Form ADVobserved 3 days ago
Occurred
Mar 19, 2024
Advisor changed firm
Samuel John Ronlund left Ledge Wealth for Dakota Wealth, Llc (registered 2024-01-02)
Form ADVobserved 3 days ago
Occurred
Feb 29, 2024
Team lift-out
2 advisors left Ledge Wealth (Sartell, MN) for Dakota Wealth, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Feb 29, 2024
Advisor changed firm
Marshall John Grams left Ledge Wealth for Dakota Wealth, Llc (registered 2024-01-02)
Form ADVobserved 3 days ago
Occurred
Feb 29, 2024
Advisor changed firm
Gina Koshiol Bartell left Ledge Wealth for Dakota Wealth, Llc (registered 2024-01-02)
Form ADVobserved 3 days ago
Occurred
Feb 22, 2018
First Form ADV filing
Ledge Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eac8be84-2e86-e4a2-5186-71b14713aa5f
First observed: Feb 22, 2018
Last observed: Mar 22, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEDGE WEALTH

LEDGE WEALTH MANAGEMENT, INC., CRD 165713

SARTELL, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eac8be84-2e86-e4a2-5186-71b14713aa5f

Data as of Mar 22, 2023 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTELL, GINA, KOSHIOL

CCO/COO

yes

01/2015

Feb 22, 2018

Mar 22, 2023

DURRWACHTER, KURT, S

CEO/PRESIDENT

yes

10/2012

Feb 22, 2018

Mar 22, 2023

RONLUND, SAMUEL, JOHN

Advisor

01/2019

Mar 28, 2019

Mar 22, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 22, 2023

$351M

n/a

2021

Mar 28, 2022

$373M

n/a

2020

Mar 29, 2021

$289M

n/a

2019

Mar 25, 2020

$227M

n/a

2018

Mar 28, 2019

$183M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$351M

$373M

-5.8%

$227M

15.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DAKOTA WEALTH, LLC

Mar 19, 2024

Jan 2, 2024

SARTELL, MN

Firm absorbed

RIA to RIA

100.0%

DAKOTA WEALTH, LLC

Feb 29, 2024

Jan 2, 2024

SARTELL, MN

Team lift out

RIA to RIA

40.0%