SHEETS SMITH WEALTH MANAGEMENT of WINSTON SALEM, NC is an SEC-registered investment adviser (CRD 105710). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Anthony Vinod Thomas | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; PRESIDENT | Missouri City, TX |
| Anthony W Thomas | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | Little Rock, AR |
| John Richard Sheets | CHAIRMAN | — |
| David Beeler Gilbert | EXECUTIVE VICE PRESIDENT | — |
| Paul Thomas Anthony | PRESIDENT | — |
| Trent Ryan Sheets | WEALTH MANAGER | — |
| Stephen Todd Sheets | MINORITY OWNER | — |
| Allison Hughes Hewett | CHIEF COMPLIANCE OFFICER | — |
| SHEETS JOHN RICHARD | CHAIRMAN; PRESIDENT | — |
| GILBERT DAVID BEELER | EXECUTIVE VICE PRESIDENT | — |
| GRAY CLAYLAND BOYDEN | STOCKHOLDER - NONEMPLOYEE | — |
| SMITH BRUCE GEORGE | EXECUTIVE VICE PRESIDENT | — |
| CARTEE THOMAS EDWARD | VICE PRESIDENT | — |
| ELBERSON ROBERT EVANS | STOCKHOLDER - NONEMPLOYEE | — |
| SHEETS STEPHEN TODD | MINORITY OWNER | — |
| SHEETS TRENT RYAN | WEALTH MANAGER | — |
| BOWDEN ZOLLY CORNELL | AFFILIATE OF SHEETS SMITH WEALTH MANAGEMENT, INC. | — |
| Hewett Allison Hughes | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ATLANTA | GA | 1 | 3367652020 |
| — | — | 1 | 3367652020 |
| ATLANTA | GA | 1 | 3367652020 |
| — | — | 1 | 3367652020 |