DIXON AND COMPANY WEALTH MANAGEMENT, LLC

DIXON AND COMPANY WEALTH MANAGEMENT, LLC of WINSTON SALEM, NC is an SEC-registered investment adviser (CRD 169862). Regulatory assets under management: $61.4M.

Registration

• CRD: 169862
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169862 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search