$1.4B Total AUM
$1.4B Disc. AUM
12.3% 3Y CAGR
15 Employees
423 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fifth Third Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-12-1988
- Office Locations
- 3
Office Locations
1100 Peachtree St., NE, Suite 200 Atlanta GA
120 Club Oaks Court Suite 200 Winston-Salem NC
-- Staatsburg NY
About Sheets Smith Wealth Management
Sheets Smith Wealth Management is an independent RIA providing wealth management, investing, and financial planning, with specialized support for inheritances, 401(k) plans, and endowment/foundation management. The firm uses a team-based approach for clients with complex needs and builds portfolios aligned to personal goals.
Team overview
60 AVG AGE
$124.1M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
12.5 yrs AVG TENURE
15 Employees
11 Advisory Reps
11 RIA Reps
38yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN RICHARD SHEETS
Chairman
- CRD
- #4345695
- Ownership
- 25% but less than 50%
Available
Available
Available
STEPHEN TODD SHEETS
Partner, Wealth Advisor, Board Member
- CRD
- #4857849
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 5 owners & executives
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T
THOMAS EDWARD CARTEE JR
Advisor
- CRD
- #2278426
Available
Available
Available
J
JEFFREY MERRILL CHRISTOPHER
Advisor
- CRD
- #850323
Available
Available
Available
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,365,130,877 | $1,275,823 |
| Non-Discretionary | $0 | -- |
| Total | $1,365,130,877 | $1,275,823 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available Other:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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