|
⚲
|
| Keyboard |
| Sheets Smith Wealth Management
✚
|
|
|---|---|
| CRD # | 105710 |
| SEC # | 801-31437 |
| CIK # | 0001157436 |
| AUM | 1,365.1 M (2026-03-30) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 336-765-2020 |
| Address | 120 Club Oaks Court Winston Salem, NC 27104-4680 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001157436 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 33.3 | ||
| Coca Cola Co | 25.8 | ||
| Amazon Com Inc | 20.0 | ||
| Lilly Eli & Co | 17.1 | ||
| Visa Inc | 15.9 | ||
| Apple Inc | 14.9 | ||
| Nvidia Corp | 13.8 | ||
| TJX Companies Inc /DE/ | 10.4 | ||
| Ecolab Inc | 10.0 | ||
| Public Storage | 8.5 | ||
| II-VI Inc | 8.3 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Simon Property Group Inc /DE/ | 7.4 | ||
| Quintiles Transnational Holdings Inc | 7.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 73.0 |
| (b) Individuals (high net worth individuals) | 174 | 1,171.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 22.3 |
| (h) Charitable organizations | 5 | 17.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 16 | 11.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 69.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,070 | 1,365.1 |
| By Discretionary | ||
| Discretionary | 1,070 | 1,365.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,070 | 1,365.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,365.1 | |
| Total | 1,070 | 1,365.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001157436] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Sheets Smith Wealth Management
✚
|
NC | 1,365.1 M |
|
Sheets Smith Investment Management LLC
✚
|
TX | 129.7 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meridian Wealth Partners LLC
✚
|
PA | 1,369.0 M |
|
Diaphanum Americas LLC
✚
|
1,368.3 M | |
|
Aegis Financial Corporation
✚
|
VA | 1,367.5 M |
|
Asset Risk Consultants UK Limited
✚
|
1,367.0 M | |
|
Capital Advisors Ltd LLC
✚
|
OH | 1,366.8 M |
|
Roosevelt Capital Management LLC
✚
|
TX | 1,366.6 M |
|
BBVA Global Wealth Advisors Inc
✚
|
FL | 1,364.6 M |
|
Penn Davis McFarland Inc
✚
|
TX | 1,364.5 M |
|
KERA Capital Partners Inc
✚
|
CA | 1,364.4 M |
|
Westminster Financial Advisory Corp
✚
|
OH | 1,361.7 M |