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SLEDGE AND COMPANY WEALTH ADVISORS
SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD 336314 · SEC 801-132809
115 W. STATE AVENUE, HIGH POINT, NC, 27262, United States
Phone
336-889-3013
Fax
336-889-5021
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.4M
Discretionary AUM
$183.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $30.4M |
| High net worth individuals | 53 | $151.5M |
| Charitable organizations | 6 | $375K |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD