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Our Vision

Ensuring the legacies of small businesses live on.

Value Estimate
Not for sale

Portfolio Management And Investment Advice in Winston Salem, North Carolina

Sheets Smith Wealth Management, Inc

Baton Estimate

$4.9M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

13

Employees

About this business

Sheets Smith Wealth Management, Inc. is an independent registered investment advisor in Winston Salem, North Carolina. The firm provides wealth management, financial planning, investment management, and inheritance guidance to clients with diverse financial needs. Sheets Smith serves individuals and organizations including those managing 401(k)s, endowments, and foundations, and has around 13 employees.

There are 3,100 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional portfolio management and investment advice businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#17

of 34 businesses

Top 50%

Across its local and regional competition in portfolio management and investment advice , scored on revenue and reputation.

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