Sheets Smith Wealth Management
● SEC registered since 1988CRD 105710SEC# 801-31437Winston Salem, NC
Reg. AUM
$1.37B
Employees
15
Accounts
1,070
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 $1.4 billion in regulatory assets under management and employs 15 people.
Sheets Smith Wealth Management owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Hughes Hewett Control | Chief Compliance Officer | Under 5% | 2018 |
| John Richard Sheets Control | Chairman | 25-50% | 1982 |
| Paul Thomas Anthony Control | President | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Sheets Smith Wealth Management manage?
Sheets Smith Wealth Management reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Sheets Smith Wealth Management have?
Sheets Smith Wealth Management reports 15 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
| Address | 120 Club Oaks Court, Suite 200, Winston Salem, NC 27104-4680 |
| Phone | 336-765-2020 |
| Fax | 336-765-6756 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1157436 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.37B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.37B