120 Club Oaks Court
Suite 200
Winston Salem, North Carolina 27104-4680
Tel: 336-765-2020
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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