Shealy Wealth Advisory LLC

Overview

Shealy Wealth Advisory LLC is a small, individually owned registered investment adviser organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm charges clients a percentage of assets under management and reports that its primary activity is discretionary portfolio management. It does not describe itself as a multi-state adviser, an ESG investor, a pension consultant or a capital allocator, and it lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives