Phu Roy O
Sheets Smith Wealth Management · Winston Salem, North Carolina
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.
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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 | $1.37B across 1,070 accounts |
| SEC registration | Investment adviser representative in NC · CRD 3034370 |
| Exams passed | Series 63 (1998) · Series 65 (2013) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.sheetssmith.com |
How Phu's firm compares
- Sheets Smith Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,070 accounts).
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Questions about Phu
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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