CRD: 336314
Sledge AND Company Wealth Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-2025
- Office Locations
- 1
Office Locations
About Sledge AND Company Wealth Advisors
Sledge and Company Wealth Advisors is an SEC-registered RIA affiliated with Sledge and Company, PLLC (CPAs/consultants) in High Point, NC. The firm provides integrated wealth management for individuals and families—financial planning, asset protection, investment management, and cash-flow/debt management—coordinating with other professionals as needed. Investment approach emphasizes diversification and asset allocation, including ETFs and mutual funds; broker/dealer affiliation: Capital Investment Group.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMIE DAVID SLEDGE
Chief Compliance Officer, Managing Member
- CRD
- #4078983
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WARREN CHAD CARRICK
--
- CRD
- #5728615
Kurt Williams Shuler
--
- CRD
- #7945224
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,444,585 | $427,610 |
| Non-Discretionary | $0 | -- |
| Total | $183,444,585 | $427,610 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing