Sledge and Company Wealth Advisors, LLC
● SEC registered since 2025CRD 336314SEC# 801-132809High Point, NC
Reg. AUM
$183.4M
Employees
4
Accounts
429
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 $183.4 million in regulatory assets under management and employs 4 people.
Sledge and Company Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jamie David Sledge Control | Managing Member/Cco | Over 75% | 2025 |
Frequently asked questions
How much does Sledge and Company Wealth Advisors, LLC manage?
Sledge and Company Wealth Advisors, LLC reports $183.4 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 4 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
| Address | 115 W. State Avenue, High Point, NC 27262 |
| Phone | 336-889-3013 |
| Fax | 336-889-5021 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$183.4M▲ 12%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$183.4Mregulatory AUM
Discretionary $183.4M