Sheets Smith Wealth Management

RIASEC RegisteredEst. 1988

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$1.3M

Accounts

1,070

Employees

Advisory reps

Firm details

Headquarters: Winston Salem, North Carolina
CRD number: 105710
Registered since: February 12, 1988
Website: sheetssmith.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.79%
Individuals5.35%
Corporations / Businesses5.11%
Pension & Profit Sharing Plans1.63%
Charitable Organizations1.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sheets Smith Wealth Management is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 1988. The firm is owner-operated and serves both individual/family clients and institutional investors. Its advisory model combines financial planning with portfolio management for individuals, small businesses and institutions, and it also performs manager selection for third-party advisers. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor and is not described as a pension consultant. Sheets Smith has been recognized in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms list for 2025. The firm also functions as a capital allocator, deploying client capital into both public securities and third‑party alternative managers.