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Gathering insights about Sheets Smith Wealth Management, Inc.…

Sheets Smith Wealth Management, Inc. Tech Stack

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

  • MySQL
    Database
  • Microsoft 365
    Email
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Slider Revolution
    Miscellaneous
  • jQuery Mobile
    Mobile Frameworks
  • HSTS
    Security
  • Gravity Forms
    Web Platform Extensions

Media & News

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

Sheets Smith Wealth Management, Inc. uses at least 1 format(s):
Sheets Smith Wealth Management, Inc. Email FormatsExamplePercentage
FLast@sheetssmith.comJDoe@sheetssmith.com
76%
FirstLast@sheetssmith.comJohnDoe@sheetssmith.com
10%
Last@sheetssmith.comDoe@sheetssmith.com
9%
LastFir@sheetssmith.comDoeJoh@sheetssmith.com
5%

Frequently Asked Questions

Where is Sheets Smith Wealth Management, Inc.'s headquarters located?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc.'s main headquarters is located at 120 Club Oaks Court Suite 200 Winston-salem, North Carolina 27104 United States. The company has employees across 2 continents, including North AmericaEurope.

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 February 2026, Sheets Smith Wealth Management, Inc.'s annual revenue is estimated to be $1.9M.

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

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc.'s SIC code is 6282 - Investment Advice 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 February 2026, Sheets Smith Wealth Management, Inc. has approximately 14 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: A. H.President: P. A.President: C. B.. 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 MySQLMicrosoft 365TwemojiJSON-LDSlider RevolutionjQuery MobileHSTSGravity Forms.

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.

Investment ManagementNorth Carolina, United States11-50 Employees

Sheets Smith Wealth Management (SSWM) is an independent, registered investment advisory firm headquartered in Winston-Salem, North Carolina, with satellite offices in Atlanta, Georgia, and West Palm Beach, Florida.

Since 1982, SSWM has provided wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. Utilizing a team approach, we provide a range of personalized services and develop lasting relationships with our clients while assisting them with the accumulation, preservation and transfer of wealth. Learn more about how our tailored investment solutions can help you reach for goals today at www.sheetssmith.com.

Section iconCompany Overview

Headquarters
120 Club Oaks Court Suite 200 Winston-salem, North Carolina 27104 United States
Phone number
+1-336-765-****
Website
sheetssmith.com
SIC Code
6282 - Investment Advice
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

Section iconFunding & Financials

  • $25M$50M

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

Company Leadership

  • Stylized image of a person
    A. H.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. A.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Chairman
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. G.
    Executive Vice President, And Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. K. S.
    Wealth Manager
    Phone icon
    Mobile Phone

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