Minority Owner · Sheets Smith Wealth Management
Stephen T. Sheets
CRD 4857849 · Named on Form ADV at 2 SEC-registered advisers
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 Stephen T. Sheets on its Form ADV as Minority Owner, a control person. The SEC filings also name Stephen at 1 other registered adviser.
Firms and roles
- Sheets Smith Wealth ManagementMinority OwnerWealth manager · Winston Salem, NC · $1.4B in regulatory assets
- Signaturefd, LLCMemberWealth manager · Atlanta, GA · $9.7B in regulatory assets
AtlasMembers
Stephen’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 each firm
- 2 firmsLocked
- 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 (15)
- John R. SheetsChairman, Sheets Smith Wealth Management
- Paul T. AnthonyPresident, Sheets Smith Wealth Management
- Trent R. SheetsWealth Manager, Sheets Smith Wealth Management
- Allison H. HewettChief Compliance Officer, Sheets Smith Wealth Management
- Douglas W. LiptakMember, Signaturefd, LLC
10 more people named with Stephen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.