SHEALY WEALTH ADVISORY LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 310488
- Website
- www.shealywealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities30%
- Cash & Cash Equivalents5%
Contacts
1 of 1TIMOTHY SHEALY
Owner, PresidentCRD 2569242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 4600 N Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
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