Sheets Smith Wealth Management

Sheets Smith Wealth Management (CRD# 105710) is a financial advisory firm headquartered in Winston Salem, NC. They manage $700,295,000 in 856 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    700
    MILLION
  • Total Number of Accounts
    856
    ACCOUNTS
  • Average Account Value
    $818,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NC, SC, VA

Financial Advisors at Sheets Smith Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Trent R. Sheets
CRD#: 5357026
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
96
Wealthminder
score

Trent Sheets (CRD# 5357026) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 10 years of experience in the finance industry. Trent Sheets has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Zolly C. Bowden
CRD#: 2027452
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
93
Wealthminder
score

Zolly Bowden (CRD# 2027452) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 27 years of experience in the finance industry.

3
Thomas E. Cartee
CRD#: 2278426
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
93
Wealthminder
score

Thomas Cartee (CRD# 2278426) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 23 years of experience in the finance industry.

4
Jeffrey M. Christopher
CRD#: 850323
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
93
Wealthminder
score

Jeffrey Christopher (CRD# 850323) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 12 years of experience in the finance industry.

5
Phu M. O
CRD#: 3034370
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
93
Wealthminder
score

Phu O (CRD# 3034370) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 19 years of experience in the finance industry.

6
Paul T. Anthony
CRD#: 2672261
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
90
Wealthminder
score

Paul Anthony (CRD# 2672261) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.

7
David B. Gilbert
CRD#: 1744210
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
90
Wealthminder
score

David Gilbert (CRD# 1744210) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.

8
John R. Sheets
CRD#: 4345695
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104
90
Wealthminder
score

John Sheets (CRD# 4345695) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry. John Sheets has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.