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DIXON AND COMPANY WEALTH MANAGEMENT, LLC
CRD 169862
155 SUNNYNOLL CT, SUITE 101, WINSTON SALEM, NC, 27106, United States
Phone
(336) 245-8626
Fax
(336) 245-8637
Registration
— (—)
Source
State registered
Total AUM
$61.4M
Discretionary AUM
$60.8M
Team
4 total employees; 3 advisory reps; 13 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL COACHING FEES
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsFINANCIAL COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $28.2M |
| High net worth individuals | 25 | $32.3M |
| Pension/profit sharing plans | 39 | $994K |
All web addresses on file
Official SEC filing: View on IAPD