CRD: 169862
Dixon AND Company Wealth Management, LLC
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway horizon
- Established Date
- 12-23-2013
- Office Locations
- 1
Office Locations
About Dixon AND Company Wealth Management, LLC
Dixon and Company Wealth Management is an independent RIA in Winston-Salem, NC providing financial and investment planning for individuals, including retirees. The firm emphasizes asset allocation, risk management, and tax-efficient strategies, commonly implemented with public funds and ETFs, and supports planning needs such as tax, estate, college, and charitable giving. Works with Schwab; uses Advyzon and MoneyGuide.
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Owner & Executives
TYLER JORDAN SCHWEIGERT
Chief Compliance Officer, Co-Owner, Financial Advisor
- CRD
- #5607112
- Ownership
- 50% but less than 75%
Benjamin David SHAMBERGER
Co-Owner, Financial Advisor
- CRD
- #6147040
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Zachariah B Baker
Wealth Management Advisor
- CRD
- #7654712
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,808,559 | -- |
| Non-Discretionary | $615,396 | -- |
| Total | $61,423,955 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,423,955
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $635,006,982 | 12.1% |
| Equity - Exchange | $881,662,586 | 16.8% |
| Cash | $881,662,586 | 16.8% |
| U.S. Government/Agency | $1,217,534,048 | 23.2% |
| Municipal Bonds | $530,047,150 | 10.1% |
| Corporate - Investment Grade | $1,102,078,233 | 21.0% |
| Total | $5,247,991,585 | 100.0% |