WINSTON SALEM, NCCRD 105710Latest ADV March 30, 2026
Sheets Smith Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Winston Salem, NC. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 15 employees, 2 offices, and 1,070 accounts.
Assets Under Management
$1.4B
Employees
15
Offices
2 offices
Total Clients
423
Primary office
WINSTON SALEM, NC
120 CLUB OAKS COURT, SUITE 200, WINSTON SALEM, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.2% of total clients.
Top client categories% of clientsClients
1
Individuals
49.2%
208
2
HNWI
41.1%
174
3
Other Advisers
3.8%
16
4
Corporations
3.5%
15
5
Pension Plans
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts1,070
10Y AUM Change+$651M (+91.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee28:1
10Y Employee Change-1 (-6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.