SLEDGE AND COMPANY WEALTH ADVISORS

Overview

Sledge And Company Wealth Advisors is an independent RIA structured as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. It also operates as a registered representative of a broker-dealer and as an insurance broker, offering fee arrangements that include a percentage of AUM, hourly billing, and fixed fees. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered to operate across multiple states. SEC registration is listed as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives