Overview
Assets Under Management: $131 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 31
Average Client Assets: $3.1 million
Frequently Asked Questions
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109013), SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is headquartered in PROVIDENCE, RI.
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC serves 31 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC manages $131 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.16%
Average Client Assets: $3.1 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 109013
Filing ID: 2058309
Last Filing Date: 2026-03-24 11:43:24