Wealth Manager · Sheets Smith Wealth Management
Trent R. Sheets
CRD 5357026 · 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 Trent R. Sheets on its Form ADV as Wealth Manager, a control person.
Firms and roles
- Sheets Smith Wealth ManagementWealth ManagerWealth manager · Winston Salem, NC · $1.4B in regulatory assets
AtlasMembers
Trent’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
- John R. SheetsChairman, Sheets Smith Wealth Management
- Paul T. AnthonyPresident, 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 Trent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.