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Sheets Smith Wealth Management
Sheets Smith Wealth Management is an SEC-registered investment adviser in Winston Salem, NC, since 1988. The firm manages approximately $1.4 billion in assets.
Sheets Smith Wealth Management
Sheets Smith Wealth Management is an SEC-registered investment adviser in Winston Salem, NC, since 1988. The firm manages approximately $1.4 billion in assets. It has 15 employees and 11 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1988
Location
Region
North America
Country
United States
City
Winston Salem
Corporate office
Winston-Salem, NC, United States
Frequently asked questions
Who runs investment decisions at Sheets Smith Wealth Management?
The firm operates with a compact team where principals are directly involved in security selection and portfolio construction. Specific named investment-committee members are not publicly disclosed. The decision-making structure is typical of a partnership-model RIA, where senior advisers collectively shape the research agenda and final portfolio allocations rather than routing decisions through a separate centralized investment team.
Does Sheets Smith invest in private equity, venture capital, or hedge funds?
No. The firm deliberately avoids alternatives. Client portfolios are composed of individual publicly traded equities, municipal and corporate bonds, and cash equivalents. This posture reflects a conviction that private-market illiquidity premiums do not reliably compensate families for the loss of transparency and control — a particular concern for wealth holders who have themselves exited illiquid operating businesses.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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