SHEETS SMITH WEALTH MANAGEMENT

120 Club Oaks Court
Suite 200
Winston Salem, North Carolina 27104-4680
Tel: 336-765-2020

About SHEETS SMITH WEALTH MANAGEMENT

SHEETS SMITH WEALTH MANAGEMENT, formally registered with the SEC as SHEETS SMITH WEALTH MANAGEMENT. The firm was established in 02/12/1988. They have over 2 offices throughout the country.

SHEETS SMITH WEALTH MANAGEMENT is a Winston Salem, North Carolina based Financial Planning firm with nearly $1,244,346,361 assets under management, offering retirement planning & investment advisory services to 1039 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105710
SEC#	801-31437
Assets Managed by Firm	$1,244,346,361
No. of Clients	1039
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1039	$1,244,346,361
Individuals (other than high net worth individuals)	212	$79,557,366
High net worth individuals	161	$1,050,437,791
Pension and profit sharing plans	5	$18,746,243
Charitable organizations	6	$22,658,331
Other investment advisers	15	$10,039,439
Corporations or other businesses	12	$62,907,191

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