SHEETS SMITH WEALTH MANAGEMENT

CRD 105710File 801-31437

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.37B

Above cohort median (national)

Discretionary AUM

$1.37B

Clients

423

1,070 accounts

Employees

Top 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Feb 12, 1988
Principal office: 120 CLUB OAKS COURT, SUITE 200, WINSTON SALEM, NC, 27104-4680
Phone: 336-765-2020
Website: HTTPS://WWW.SHEETSSMITH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.37B
Discretionary AUM: $1.37B
Non-discretionary AUM: $0
Discretionary accounts: 1,070
Non-discretionary accounts: 0
Total accounts: 1,070
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$69.7M
Charitable organizations	5	$17.9M
Other investment advisers	16	$11.1M
High net worth individuals	174	$1.17B
Pension and profit sharing plans	5	$22.3M
Individuals (other than high net worth individuals)	208	$73.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.