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Insights

Growth Recognition SSWM was recognized as No. 35 on CNBC Financial Advisor 100, signaling credibility and market visibility that can be leveraged to approach intermediaries, family offices, and high-net-worth prospects seeking reputable advisory partners.

High Net Worth Focus With a specialization in high-net-worth individuals, families, retirement plans, and foundations, SSWM represents an opportunity to cross-sell additional sophisticated strategies, trust & estate planning, and customized liquidity solutions to affluent clients.

Regional Presence Headquartered in Winston-Salem with satellite offices in Atlanta and West Palm Beach, there is potential to deepen regional relationships, expand services to existing clients across markets, and coordinate cross-office referrals.

Tactical Allocations Active filing of new equity and ETF stakes across diversified assets (including Franco-Nevada, iShares MSCI India, Global X U.S. Preferred, and BulletShares) indicates appetite for institutional-level portfolio construction which can be pitched to prospective clients seeking sophisticated investment menus.

Tech-Enabled Advisory SSWM’s technology stack (WordPress, Microsoft 365, analytics via MonsterInsights) suggests a modern, scalable platform. This can be highlighted to tech-forward prospects and marketing-enabled offerings, including digital onboarding, client portals, and enhanced reporting.

Similar companies to Sheets Smith Wealth Management, Inc.

Sheets Smith Wealth Management, Inc. Tech Stack

Sheets Smith Wealth Management, Inc. uses 8 technology products and services including WordPress, oEmbed, Microsoft 365, and more. Explore Sheets Smith Wealth Management, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • AOS
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • reCAPTCHA
    Security
  • MonsterInsights
    Web Platform Extensions

Media & News

Sheets Smith Wealth Management, Inc.'s Email Address Formats

Sheets Smith Wealth Management, Inc. uses at least 4 email formats:
Sheets Smith Wealth Management, Inc. Email FormatsExamplePercentage
FLast@sheetssmith.comJDoe@sheetssmith.com
77%
FirstLast@sheetssmith.comJohnDoe@sheetssmith.com
9%
Last@sheetssmith.comDoe@sheetssmith.com
9%
LastFir@sheetssmith.comDoeJoh@sheetssmith.com
5%

Frequently Asked Questions

What is Sheets Smith Wealth Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Sheets Smith Wealth Management, Inc.'s main corporate office by phone at
+1-336-765-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sheets Smith Wealth Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc.'s official website is sheetssmith.com and has social profiles on LinkedIn.

How much revenue does Sheets Smith Wealth Management, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Sheets Smith Wealth Management, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Sheets Smith Wealth Management, Inc.'s NAICS code?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sheets Smith Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Sheets Smith Wealth Management, Inc. has approximately 15 employees across 2 continents, including North America and Europe. Key team members include Managing Director: A. S., Executive Vice President, And Wealth Manager: D. G. and Wealth Manager: C. H. Explore Sheets Smith Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Sheets Smith Wealth Management, Inc. belong to?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc. operates in the Investment Management industry.

What technology does Sheets Smith Wealth Management, Inc. use?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc.'s tech stack includes WordPress, oEmbed, Microsoft 365, Google Fonts API, AOS, SWFObject, reCAPTCHA and MonsterInsights.

What is Sheets Smith Wealth Management, Inc.'s email format?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc.'s email format typically follows the pattern of FLast@sheetssmith.com. Find more Sheets Smith Wealth Management, Inc. email formats with LeadIQ.

When was Sheets Smith Wealth Management, Inc. founded?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc. was founded in 1982.
Sheets Smith Wealth Management, Inc. logo

Sheets Smith Wealth Management, Inc.

Investment ManagementNorth Carolina, United States11-50 Employees

Sheets Smith Wealth Management, Inc. operates as an independent registered investment advisor in the investment management sector, with its headquarters in Winston-Salem, North Carolina, and satellite offices in Atlanta, Georgia and West Palm Beach, Florida. Founded in 1982, the firm offers wealth management, financial planning, investment counsel, and sophisticated strategies for high-net-worth individuals and their families, as well as retirement plans and foundations. A team-based approach underpins its service model, delivering personalized services and aiming to support accumulation, preservation, and transfer of wealth. The firm employs 11-50 people and is based at 120 Club Oaks Court Suite 200, Winston-Salem, NC 27104, United States. The organization maintains its presence across multiple regions through its Winston-Salem headquarters and Georgia and Florida satellite offices.

Section iconCompany Overview

Phone number
+1-336-765-****
Website
sheetssmith.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1982
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    Sheets Smith Wealth Management, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Managing Director at Sheets Smith Wealth Management, Inc.
    A. S.
    Managing Director
    Mobile Phone
  • Executive Vice President, And Wealth Manager at Sheets Smith Wealth Management, Inc.
    D. G.
    Executive Vice President, And Wealth Manager
    Mobile Phone
  • Wealth Manager at Sheets Smith Wealth Management, Inc.
    C. H.
    Wealth Manager
    Mobile Phone
  • National Sales Manager at Sheets Smith Wealth Management, Inc.
    E. T.
    National Sales Manager
    Mobile Phone
  • Executive Client Liaison at Sheets Smith Wealth Management, Inc.
    D. C.
    Executive Client Liaison
    Mobile Phone

Employee Directory

  • Executive at Sheets Smith Wealth Management, Inc.
    J. Y.
    Executive
    Mobile Phone
  • Wealth Services Associate at Sheets Smith Wealth Management, Inc.
    T. A.
    Wealth Services Associate
    Mobile Phone

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