# Sheets Smith Wealth Management

Sheets Smith Wealth Management is a Bank / Wealth / Trust based in Winston Salem, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Winston Salem, United States
- **Region:** North America
- **Address:** Winston-Salem, NC, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** sheetssmith.com
- **LinkedIn:** https://www.linkedin.com/company/sheets-smith-wealth-management-inc

## Regulatory record

- **CRD number:** 105710
- **SEC file number:** 801-31437
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105710

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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