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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.
Overview
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. SHEETS SMITH WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-30, it reported 15 employees; 1,070 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Other investment advisers, Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
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.
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