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Stephen Todd Sheets

Minority OwnerSheets Smith Wealth ManagementCRD 4857849

About Stephen Todd Sheets

Stephen Todd Sheets is listed as Minority Owner at Sheets Smith Wealth Management in Winston Salem, NC. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Sheets Smith Wealth Management
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Todd Sheets work?

Stephen Todd Sheets is listed as Minority Owner at Sheets Smith Wealth Management on SEC Form ADV.

How much of Sheets Smith Wealth Management does Stephen Todd Sheets own?

Form ADV reports a beneficial ownership band of 25-50%.

Sheets Smith Wealth Management

TitleMinority Owner
Ownership25-50%
Control personYes
Since2015