Tech stack
No one at Sheets Smith Wealth Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Sheets Smith Wealth Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $476M held · filed Feb 2024
Wells Fargo
Per Form ADV · $180M held · filed Feb 2024
F
Fifth Third Securities, Inc.
Per Form ADV · $170M held · filed Feb 2024
U.S. Bank
Per Form ADV · $123M held · filed Feb 2024
Portfolio Management
