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Trent Ryan Sheets

Sheets Smith Wealth Management

Winston Salem, NC

Atlanta, GA

CRD 5357026

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Employer firm

Sheets Smith Wealth Management CRD 105710

$1.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sheets Smith Wealth Management

120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-23
NC RA APPROVED 2014-03-10
  • GA RA
    APPROVED
    Since 2025-12-23
  • NC RA
    APPROVED
    Since 2014-03-10

Branch Locations

120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680 • United States

1100 Peachtree St., Ne, Suite 200, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sheets Smith Wealth Management Winston Salem NC 05/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-22
  • S66 Uniform Combined State Law Examination
    2007-08-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

More in Winston Salem, NC

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