Overview
Assets Under Management: $164 million
Headquarters: HIGH POINT, NC
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
SLEDGE AND COMPANY WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336314), SLEDGE AND COMPANY WEALTH ADVISORS is subject to fiduciary duty under federal law.
SLEDGE AND COMPANY WEALTH ADVISORS is headquartered in HIGH POINT, NC.
SLEDGE AND COMPANY WEALTH ADVISORS serves 38 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, SLEDGE AND COMPANY WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
SLEDGE AND COMPANY WEALTH ADVISORS manages $164 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, SLEDGE AND COMPANY WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 393
Discretionary Accounts: 393
Regulatory Filings
CRD Number: 336314
Filing ID: 2056571
Last Filing Date: 2026-02-18 18:12:13