Sheets Smith Wealth Management
Sheets Smith Wealth Management (CRD# 105710) is a financial advisory firm headquartered in Winston Salem, NC. They manage $1,066,276,636 in 945 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,066MILLION
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Total Number of Accounts945ACCOUNTS
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Average Account Value$1,128,335
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, MD, NC, SC, TX, VA
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.
Thomas Cartee (CRD# 2278426) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 29 years of experience in the finance industry.
Jeffrey Christopher (CRD# 850323) 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.
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.
Robert Pike (CRD# 1320545) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 25 years of experience in the finance industry.
Phu Roy O (CRD# 3034370) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 25 years of experience in the finance industry.
Mary Shamburg (CRD# 6182594) 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.
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.
Trent Sheets (CRD# 5357026) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 16 years of experience in the finance industry.