Sheets Smith Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

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View SEC Summary

Assets Under Management$1.2B

Clients411

Advisors11

Avg. per Client$3M

Avg. per Advisor$110M

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Location

11 Advisors at this firm

David Gilbert

Geoffrey Dann

Jeffrey Christopher

John Sheets

Mary Shamburg

Ntina Skoteiniadis

Paul Anthony

Phu O

Robert Pike

Thomas Cartee

Trent Sheets