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 registered investment adviser founded in 1988 that manages a concentrated, equity-first advisory platform for individuals, families and institutions. The firm acts as a capital allocator—directing client capital among public equities, third‑party funds and advisor‑selected managers—and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Their public equity approach displays a clear bias toward exchange‑traded instruments and large‑cap passive exposures (their largest position is the Vanguard 500 Index Fund), while they supplement core equity portfolios with allocated positions in private equity, real estate, commodities and energy-related funds. Sheets Smith Wealth Management also charges a mix of percentage‑of‑AUM and fixed fees and was named a Top 100 Financial Advisory Firm by CNBC in 2025.