Sheets Smith Wealth Management

CRD 105710 · Winston Salem, NC · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105710
SEC number: 801-31437
Firm type: RIA
Assets under management: $1.4B as of Mar 30, 2026
Website: www.sheetssmith.com ↗
Phone: 336-765-2020
Address: 120 Club Oaks Court, Winston Salem, NC, 27104-4680

Advisors at this firm

10 in our index · page 1 of 1

Paul Thomas AnthonyCRD 2672261 · Winston-Salem, NC

IA Registered
Thomas Edward CarteeCRD 2278426 · Winston-Salem, NC

IA Registered
Jeffrey Merrill ChristopherCRD 850323 · Winston-Salem, NC

IA Registered
Geoffrey Winston DannCRD 1756273 · Staatsburg, NY

IA Registered
Robert Emerson PikeCRD 1320545 · Winston Salem, NC

IA Registered
Phu Minh Roy OCRD 3034370 · Winston Salem, NC

IA Registered
Mary Caroline ShamburgCRD 6182594 · Winston Salem, NC

IA Registered
John Richard SheetsCRD 4345695 · Winston-Salem, NC

IA Registered
Trent Ryan SheetsCRD 5357026 · Atlanta, GA

IA Registered
Ntina Karagiannis SkoteiniadisCRD 2384194 · Winston Salem, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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