Sheets Smith Wealth Management

Investment Management • Winston-Salem, North Carolina, United States • 11-20 Employees

Company overview

Headquarters	120 Club Oaks Court, Suite 200, Winston-Salem, NC 27104, US
Phone number	+13367652020
Website	sheetssmith.com
NAICS	5231
SIC	628
Keywords	Registered Investment Advisor, Family Office, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, Wealth Planning, Foundations & Pension Plans
Founded	1982
Employees	11-20
Socials

Key Contact at Sheets Smith Wealth Management

Paul Anthony

President

Sheets Smith Wealth Management Email Formats

Sheets Smith Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sheetssmith.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sheetssmith.com	100%

About Sheets Smith Wealth Management

Sheets Smith Wealth Management (SSWM) is an independent, registered investment advisory firm headquartered in Winston-Salem, North Carolina, with satellite offices in Atlanta, Georgia, and West Palm Beach, Florida. Since 1982, SSWM has provided wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. Utilizing a team approach, we provide a range of personalized services and develop lasting relationships with our clients while assisting them with the accumulation, preservation and transfer of wealth. Learn more about how our tailored investment solutions can help you reach for goals today at www.sheetssmith.com.

Sheets Smith Wealth Management revenue & valuation

Annual revenue	$13,500,000
Revenue per employee	$965,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$43,200,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Senior

C-Suite

Employees by Department

Sheets Smith Wealth Management has 7 employees across 2 departments.

Departments

Number of employees

Funding Data

Sheets Smith Wealth Management has never raised funding before.

Sheets Smith Wealth Management Tech Stack

Discover the technologies and tools that power Sheets Smith Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

SWFObject

Miscellaneous

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Sheets Smith Wealth Management is located in Winston-Salem, North Carolina, US.

You can reach Sheets Smith Wealth Management at +13367652020.

Sheets Smith Wealth Management was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

Sheets Smith Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sheets Smith Wealth Management

Paul Anthony

President

4.8

40,000 users