← Back to searchVisit website
SHEALY WEALTH ADVISORY LLC
CRD 310488
4600 NORTH DIXIE HIGHWAY, BOCA RATON, FL, 33431, United States
Phone
954-757-3265
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$18.3M
Discretionary AUM
$18.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $18.3M |
All web addresses on file
Official SEC filing: View on IAPD