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Kurt Williams Shuler

Investment adviser representative at Sledge and Company Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$183.4MFirm assets

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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

11 years in the industry.

  1. Sledge and Company Wealth AdvisorsJun 2024 to now
  2. WealthfdAug 2023 to May 2024
  3. StudentAug 2015 to Jun 2023

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
7945224
Firm CRD
336314
Advisor's SEC record (opens in a new tab)
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