SLEDGE AND COMPANY WEALTH ADVISORS, LLC

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SLEDGE AND COMPANY WEALTH ADVISORS, LLC

UUID56379bc3-2189-570b-a6a9-ee1ab87e4a02

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	336314	336314	—	1.0
sec_file_number	801-132809	801-132809	—	—

Profile

Websitehttps://www.sledgeandco.com/wealth-management.php

HQ CityHIGH POINT

HQ StateNC

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

SLEDGE AND COMPANY WEALTH ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)0.0
RAUM (discretionary)0.0
Actionable assets—
Accounts0.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-05-22 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
SLEDGE, JAMIE, DAVID	MANAGING MEMBER/CCO	OFFICER	—	{"filing_id": "2016959", "owner_id": "4078983", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/18/2025 05:11:21 PM",
  "filing_id": "2016959",
  "reg_type": "IA"
}
```

SLEDGE AND COMPANY WEALTH ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1