Justin David Sledge
Investment adviser representative at Sledge and Company Wealth Advisors
19 yearsExperience
1 stateRegistered in
$183.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Capital Investment CompaniesMay 2022 to now
- Sledge and Company Wealth Advisors, LLCJan 2021 to now
- The Wealth Group, Ltd.Jan 2024 to May 2025
- Unc CharlotteAug 2018 to Jan 2021
- Imago Dei SoccerJan 2017 to Jul 2018
- StudentAug 2006 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sledge and Company Wealth Advisors
Legal name: Sledge and Company Wealth Advisors, LLC
$183.4MAssets managed
200Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7498795
- Firm CRD
- 336314