Sheets Smith Wealth Management

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$1.3M
Accounts
1,070
Employees
15
Advisory reps
12

Firm details

Headquarters
Winston Salem, North Carolina
CRD number
105710
Registered since
February 12, 1988
Website
sheetssmith.com
Custodians
CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIFTH THIRD SECURITIES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85.79%
  • Individuals5.35%
  • Corporations / Businesses5.11%
  • Pension & Profit Sharing Plans1.63%
  • Charitable Organizations1.31%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sheets Smith Wealth Management is an independent, privately owned RIA that has been registered with the SEC since 1988. The firm serves both individual & family clients and institutional clients, positioning itself as a capital allocator that combines financial planning with discretionary portfolio management and the selection of outside advisers. Compensation is through a mix of percentage-of-AUM fees and fixed fees. The firm does not list ESG investing as an active focus. Sheets Smith was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 8%, Private Funds 3%, US Government Bonds 2%, Other 2%, State & Local Bonds 1%68%
  • Exchange Traded Equities68%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents8%
  • Private Funds3%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Allison Hewett

    Allison Hewett

    Chief Compliance OfficerCRD 6921271

Contacts

3 of 11
  • Trent Sheets

    Trent Sheets

    Wealth ManagerCRD 5357026

  • John Sheets

    John Sheets

    ChairmanCRD 4345695

  • Mary Shamburg

    Mary Shamburg

    Wealth ManagerCRD 6182594

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 192

Active vs passive

$546M in ETFs

Passive

76%

$416M

Active

11%

$130M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$47.4M67,6828.69%
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Location

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Forsyth
Address
120 Club Oaks Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth