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Sledge and Company Wealth Advisors, LLC

● SEC registered since 2025CRD 336314SEC# 801-132809High Point, NC
Export (members)
Reg. AUM
$163.8M
Employees
3
Accounts
393
Location
High Point, NC

Sledge and Company Wealth Advisors, LLC assets under management

Sledge and Company Wealth Advisors, LLC operates as an SEC-registered investment adviser based in High Point, NC. The firm has been registered since 2025. It reports $163.8 million in regulatory assets under management and employs 3 people.

Sledge and Company Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jamie David Sledge ControlManaging Member/CcoOver 75%2025

Frequently asked questions

How much does Sledge and Company Wealth Advisors, LLC manage?

Sledge and Company Wealth Advisors, LLC reports $163.8 million in regulatory assets under management on its Form ADV.

How many employees does Sledge and Company Wealth Advisors, LLC have?

Sledge and Company Wealth Advisors, LLC reports 3 employees.

Where is Sledge and Company Wealth Advisors, LLC located?

Sledge and Company Wealth Advisors, LLC is based in High Point, NC and has been SEC-registered since 2025.

Does Sledge and Company Wealth Advisors, LLC disclose fund performance?

Sledge and Company Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address115 W. State Avenue, High Point, NC 27262
Phone336-889-3013
Fax336-889-5021
Office hours9a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.8M
Non-discretionary$0
Total (RAUM)$163.8M