|
⚲
|
| Sledge and Company Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 336314 |
| SEC # | 801-132809 |
| CIK # | |
| AUM | $183.4 M (2026-04-10) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 336-889-3013 |
| Address | 115 W State Avenue High Point, NC 27262 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 30.4 |
| (b) Individuals (high net worth individuals) | 53 | 151.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 183.4 |
| By Discretionary | ||
| Discretionary | 429 | 183.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 429 | 183.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.4 | |
| Total | 429 | 183.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Wealth Management LC
✚
|
FL | 0.2 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.2 |
|
Hoffman Alan Nathan
✚
|
0.2 | |
|
TIDE Cove Capital Partners LLC
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Hoffmann Hermanson LLC
✚
|
CO | 0.2 |
|
Walton Financial
✚
|
AL | 0.2 |
|
Anchored Financial Planning LLC
✚
|
NJ | 0.2 |
|
OFC Financial Planning LLC
✚
|
0.2 | |
|
White WING Wealth Management LLC
✚
|
TX | 0.2 |