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Kurt Williams Shuler

Sledge And Company Wealth Advisors

High Point, NC

CRD 7945224

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Employer firm

Sledge And Company Wealth Advisors CRD 336314

$183M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sledge And Company Wealth Advisors

115 W. State Avenue, High Point, NC 27262 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-21
  • NC RA
    APPROVED
    Since 2025-09-21

Branch Locations

115 W. State Avenue, High Point, NC 27262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sledge And Company Wealth Advisors High Point NC 06/2024 Present
Wealthfd Pittsburgh PA 08/2023 05/2024
Student Tuscaloosa AL 08/2015 06/2023
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

EDWARD JONES · HIGH POINT, NC
LPL FINANCIAL LLC · HIGH POINT, NC
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