SHEETS SMITH WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$1,365,130,877
Discretionary
$1,365,130,877
Non-discretionary
$0
Firm details
- CRD number
- 105710
- SEC file number
- 801-31437
- Main office
- WINSTON SALEM, NC, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTPS://WWW.SHEETSSMITH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.