Sheets Smith Wealth Management
SEC RegisteredAt Sheets Smith, it's not just about growing your wealth but helping you keep more of it and empowering you to do great things with it.
About the firm
Sheets Smith Wealth Management is an independent registered investment advisor, headquartered in Winston-Salem, NC, with a satellite office in Atlanta, GA. The firm has evolved from managing the investments of a few initial clients to providing comprehensive financial guidance to over 400 clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investing, inheritance guidance, financial planning, 401(k) management, endowment and foundation management, investment counsel, and sophisticated strategies including estate planning and tax planning.
Who they serve
Clients with diverse needs seeking to make the most of their assets, including individuals planning for retirement, saving for college, or receiving an inheritance.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sheets Smith Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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