SHEETS SMITH WEALTH MANAGEMENT

WINSTON SALEM, North Carolina·4 registered advisors·CRD# 105710

SEC# 801-314371336-765-2020

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

15

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SHEETS SMITH WEALTH MANAGEMENT

4 registered advisors

David Beeler Gilbert

WINSTON SALEM, North Carolina

Paul Thomas Anthony

WINSTON SALEM, North Carolina

Stephen Todd Sheets

WINSTON SALEM, North Carolina

Trent Ryan Sheets

WINSTON SALEM, North Carolina

05

Office Locations

WINSTON SALEM, North Carolina

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Data sourced from SEC Form ADV filings. SHEETS SMITH WEALTH MANAGEMENT (CRD# 105710) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.