# Phu Roy O

> Phu Roy O is a fee-only financial advisor at Sheets Smith Wealth Management in Winston Salem, North Carolina. Sheets Smith Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/phu-roy-o/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sheets Smith Wealth Management
- **Based in:** Winston Salem, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.37B across 1,070 accounts
- **CRD:** 3034370 (https://adviserinfo.sec.gov/individual/summary/3034370)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1998), Series 65 (2013)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.sheetssmith.com

## Frequently asked questions

### Is Phu Roy O a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Phu holds no broker registration, and Sheets Smith Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Phu charge for financial advice?

Phu's firm, Sheets Smith Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Phu Roy O based?

Phu Roy O is based in Winston Salem, North Carolina.

### Is Phu Roy O registered with the SEC?

Yes. Phu Roy O is registered as an investment adviser representative in NC (CRD 3034370), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sheets Smith Wealth Management manage?

Sheets Smith Wealth Management reports $1.37B across 1,070 accounts in assets under management.

### How do I contact Phu Roy O?

Through Phu's website, www.sheetssmith.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3034370): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.