President · Sheets Smith Wealth Management
Paul T. Anthony
CRD 2672261 · 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 Paul T. Anthony on its Form ADV as President, a control person.
Firms and roles
- Sheets Smith Wealth ManagementPresidentWealth manager · Winston Salem, NC · $1.4B in regulatory assets
AtlasMembers
Paul’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John R. SheetsChairman, 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 Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.