SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 1999

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$1.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PROVIDENCE, Rhode Island
CRD number: 109013
Registered since: September 10, 1999
Website: sheeleypartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.16%
Individuals14.61%
Pension & Profit Sharing Plans13.23%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Sheeley & Partners Wealth Management, LLC is an independent RIA that focuses on serving individual and family clients through financial planning, discretionary portfolio management and pension consulting for smaller employers. The firm operates with a fee model that mixes percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility for both ongoing investment management and one-off planning work. Investment activity centers on publicly traded fund vehicles and fixed-income exposures, with roughly half of reported assets positioned in mutual funds. The firm reports discretionary management over its entire book of advisory assets, suggesting a hands-on asset allocation and rebalancing approach on behalf of clients. Sheeley & Partners does not list ESG as an active investment driver and is organized as a privately owned, domestic LLC that has been SEC-registered since 1999.