SHEETS SMITH WEALTH MANAGEMENT
CRD #105710 SEC #801-31437 WINSTON SALEM, NC 336-765-2020
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
17
Clients
25
Accounts
1,039
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 17 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 15 | 1 |
| Mar 2023 | $965.1M | $965.1M | $0 | 14 | 1 |
| Mar 2022 | $1.1B | $1.1B | $0 | 14 | 2 |
| Mar 2021 | $998.6M | $998.6M | $0 | 13 | 0 |
| Jun 2020 | $773.9M | $773.9M | $0 | 14 | 0 |
| Mar 2020 | $796.1M | $796.1M | $0 | 15 | 0 |
| Mar 2019 | $724.6M | $724.6M | $0 | 15 | 0 |
| Mar 2018 | $775.1M | $775.1M | $0 | 15 | 0 |
| Mar 2017 | $714.3M | $714.3M | $0 | 16 | 300 |
| Mar 2016 | $700.3M | $700.3M | $0 | 16 | 300 |
| Mar 2015 | $728.6M | $728.6M | $0 | 15 | 300 |
| Apr 2014 | $700.5M | $700.5M | $0 | 14 | 300 |
| Mar 2014 | $700.5M | $700.5M | $0 | 14 | 300 |
| Mar 2013 | $610M | $610M | $0 | 13 | 300 |
| Sep 2012 | $521M | $521M | $0 | 11 | 300 |
| Mar 2012 | $521M | $521M | $0 | 11 | 300 |
| Mar 2011 | $522.3M | $522.3M | $0 | -- | -- |
| Sep 2010 | $475.2M | $475.2M | $0 | -- | -- |
| Mar 2010 | $475.2M | $475.2M | $0 | -- | -- |
| Feb 2009 | $428.7M | $428.7M | $0 | -- | -- |
| Jan 2008 | $569.7M | $569.7M | $0 | -- | -- |
| Mar 2007 | $569.7M | $569.7M | $0 | -- | -- |
| Sep 2005 | $542.3M | $542.3M | $0 | 10 | -- |
| Mar 2004 | $450.6M | $450.6M | $0 | 10 | -- |
| Apr 2002 | $435.2M | $435.2M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients1
DateMar 2023
Total AUM$965.1M
Discretionary$965.1M
Non-Disc.$0
Employees14
Clients1
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients2
DateMar 2021
Total AUM$998.6M
Discretionary$998.6M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$773.9M
Discretionary$773.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$775.1M
Discretionary$775.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$714.3M
Discretionary$714.3M
Non-Disc.$0
Employees16
Clients300
DateMar 2016
Total AUM$700.3M
Discretionary$700.3M
Non-Disc.$0
Employees16
Clients300
DateMar 2015
Total AUM$728.6M
Discretionary$728.6M
Non-Disc.$0
Employees15
Clients300
DateApr 2014
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees14
Clients300
DateMar 2014
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees14
Clients300
DateMar 2013
Total AUM$610M
Discretionary$610M
Non-Disc.$0
Employees13
Clients300
DateSep 2012
Total AUM$521M
Discretionary$521M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$521M
Discretionary$521M
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$522.3M
Discretionary$522.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$475.2M
Discretionary$475.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$475.2M
Discretionary$475.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$428.7M
Discretionary$428.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$569.7M
Discretionary$569.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$569.7M
Discretionary$569.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$542.3M
Discretionary$542.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$450.6M
Discretionary$450.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$435.2M
Discretionary$435.2M
Non-Disc.$0
Employees10
Clients--