Sledge and Company Wealth Advisors, LLC

EST. AUM
$183,444,585

CONTACTS
1

CLIENT ACCOUNTS
429

Firm Details

Metro area Raleigh
CRD Number 336314
Website sledgeandco.com
Client types

Overview

Sledge and Company Wealth Advisors, LLC has been in business as a registered investment advisor since May, 2025. Jamie Sledge, the firm’s principal and managing member has been in the industry for over 25 years. Sledge and Company provides personalized wealth management and financial planning services. The firm provides financial advice to individuals, trusts, foundations, and corporations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sledge and Company Wealth Advisors, LLC

Platform Details

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