Investment adviser · CRD 336314
SLEDGE AND COMPANY WEALTH ADVISORS
Investment adviser filing (IA)
SLEDGE AND COMPANY WEALTH ADVISORS, LLC
HIGH POINT, NC, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $183M Form ADV · Item 5.F
- Client accounts
- 429 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 53 | $151,480,628 | 82.6% |
| Individuals | 141 | $30,364,338 | 16.6% |
| Corporations & businesses | Fewer than 5 | $1,224,261 | 0.7% |
| Charities | 6 | $375,358 | 0.2% |
Filing source
Form ADV 2092031 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
115 W. STATE AVENUEHIGH POINT, NC, 27262, United States
CRD 336314
Filing source
Form ADV 2092031 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.