Chairman · Sheets Smith Wealth Management
John R. Sheets
CRD 4345695 · Named on Form ADV at one SEC-registered adviser
At a glance
Sheets Smith Wealth Management, an SEC-registered wealth manager based in Winston Salem, NC with $1.4 billion in regulatory assets, lists John R. Sheets on its Form ADV as Chairman, a control person.
Firms and roles
- Sheets Smith Wealth ManagementChairmanWealth manager · Winston Salem, NC · $1.4B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul T. AnthonyPresident, Sheets Smith Wealth Management
- Trent R. SheetsWealth Manager, Sheets Smith Wealth Management
- Stephen T. SheetsMinority Owner, Sheets Smith Wealth Management
- Allison H. HewettChief Compliance Officer, Sheets Smith Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.