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SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

CRD 109013 · SEC 801-56822

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100 WESTMINSTER ST., SUITE 1202, PROVIDENCE, RI, 02903, United States

Phone

401-455-1230

Fax

401-455-1221

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$131.3M

Discretionary AUM

$131.3M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingGENERAL CONSULTING

Client types

TypeClientsAUM
Individuals48$19.2M
High net worth individuals31$94.7M

States served

MA, RI

All web addresses on file

Official SEC filing: View on IAPD