Managing Member/cco · Sledge and Company Wealth Advisors
Jamie D. Sledge
CRD 4078983 · Named on Form ADV at one SEC-registered adviser
At a glance
Sledge and Company Wealth Advisors, an SEC-registered wealth manager based in High Point, NC with $183 million in regulatory assets, lists Jamie D. Sledge on its Form ADV as Managing Member/cco, a control person.
Firms and roles
- Sledge and Company Wealth AdvisorsManaging Member/ccoWealth manager · High Point, NC · $183M in regulatory assets
AtlasMembers
Jamie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jamie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.