Kurt W. Shuler

SLEDGE AND COMPANY WEALTH ADVISORS

HIGH POINT, NC 27262

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CRD#: 7945224

Professional summary

Kurt Williams Shuler is a registered financial advisor currently at SLEDGE AND COMPANY WEALTH ADVISORS located in High Point, North Carolina.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kurt has worked at 1 firm and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Williams Shuler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 21, 2025 - Present

SLEDGE AND COMPANY WEALTH ADVISORS

Office #1: 115 W. State Avenue, High Point, NC 27262

RIA

CRD#: 336314

HIGH POINT, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SLEDGE AND COMPANY WEALTH ADVISORS

SLEDGE AND COMPANY WEALTH ADVISORS | SLEDGE AND COMPANY WEALTH ADVISORS, LLC

CRD#: 336314 / SEC#: 801-132809

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(9/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 11/3/2025

Securities Industry Essentials Examination

Current Firm

SLEDGE AND COMPANY WEALTH ADVISORS

SLEDGE AND COMPANY WEALTH ADVISORS | SLEDGE AND COMPANY WEALTH ADVISORS, LLC

CRD#: 336314 / SEC#: 801-132809

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

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Contact information

Main Address

115 W. State Avenue, High Point, NC 27262

Mailing Address

Phone number

(336) 889-3013

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SLEDGE AND CO. ADV PART 2A (4/17/2025)

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 163,844,744

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kurt W. Shuler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Williams Shuler's CRS (Customer Relationship Summary).

Certified licenses

Experience

SLEDGE AND COMPANY WEALTH ADVISORS

Primary Firm SEC Registration

SLEDGE AND COMPANY WEALTH ADVISORS

State Registrations and Notice Filings

Exams

SIE

Date: 11/3/2025

Current Firm

SLEDGE AND COMPANY WEALTH ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SLEDGE AND COMPANY WEALTH ADVISORS

TRUST BUT VERIFY

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