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Sheets Smith Wealth Management

● SEC registered since 1988CRD 105710SEC# 801-31437Winston Salem, NC
Export (members)
Reg. AUM
$1.24B
Employees
17
Accounts
1,039
Location
Winston Salem, NC

Sheets Smith Wealth Management assets under management

Sheets Smith Wealth Management operates as an SEC-registered investment adviser based in Winston Salem, NC. The firm has been registered since 1988. It reports $1.2 billion in regulatory assets under management and employs 17 people.
www.sheetssmith.comView on SEC.gov ↗

Sheets Smith Wealth Management owners & executives

6 reported
NameTitleOwnershipSince
Allison Hughes Hewett ControlChief Compliance OfficerUnder 5%2018
David Beeler Gilbert ControlExecutive Vice PresidentUnder 5%1995
John Richard Sheets ControlChairman25-50%1982
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Frequently asked questions

How much does Sheets Smith Wealth Management manage?

Sheets Smith Wealth Management reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Sheets Smith Wealth Management have?

Sheets Smith Wealth Management reports 17 employees.

Where is Sheets Smith Wealth Management located?

Sheets Smith Wealth Management is based in Winston Salem, NC and has been SEC-registered since 1988.

Does Sheets Smith Wealth Management disclose fund performance?

Sheets Smith Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Club Oaks Court, Suite 200, Winston Salem, NC 27104-4680
Phone336-765-2020
Fax336-765-6756
Office hours8:30 - 5:00
SEC regionAtlanta Regional Office (ARO)
CIK1157436
Discloses disciplinary historyNo

Assets under management

Discretionary$1.24B
Non-discretionary$0
Total (RAUM)$1.24B