← Back to searchVisit website
SHEETS SMITH WEALTH MANAGEMENT
CRD 105710 · SEC 801-31437
120 CLUB OAKS COURT, SUITE 200, WINSTON SALEM, NC, 27104-4680, United States
Phone
336-765-2020
Fax
336-765-6756
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.37B
Team
15 total employees; 11 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 208 | $73.0M |
| High net worth individuals | 174 | $1.17B |
| Pension/profit sharing plans | 5 | $22.3M |
| Charitable organizations | 5 | $17.9M |
| Other investment advisers | 16 | $11.1M |
| Corporations/business entities | 15 | $69.7M |
States served
CA, GA, LA, MD, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD