# DIXON AND COMPANY WEALTH MANAGEMENT, LLC

DIXON AND COMPANY WEALTH MANAGEMENT, LLC of WINSTON SALEM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 169862
- Type: SEC-registered investment adviser
- Location: 155 SUNNYNOLL CT, WINSTON SALEM, NC, 27106
- Phone: (336) 245-8626
- Latest filing: 2026-02-11
- Regulatory AUM: $61.4M
- Discretionary AUM: $60.8M
- Non-discretionary AUM: $615K
- Clients: 4
- Accounts: 489

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169862/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169862/similar
- Related entities: https://search.stillhousedata.com/firm/169862/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169862

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.