Sheets Smith Wealth Management is an investment advisor in Winston Salem with $1.14 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Sheets Smith & Associates Inc
SEC CIK
IRS number
561342544
SEC advisor number
801-31437
FINRA CRD number
105710
AUM ?
$1.07 bn
(as of 28 Feb 24)
Accounts
945
(as of 28 Feb 24)
Employees
15
(10 investment advisory or research)
Address
Sheets Smith Wealth Management
120 CLUB OAKS COURT
SUITE 200
WINSTON-SALEM
NC 27104
120 CLUB OAKS COURT
SUITE 200
WINSTON-SALEM
NC 27104
Phone
336-765-2020
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 May 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Mar 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22