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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-28-2020
- Office Locations
- 1
Office Locations
About Shealy Wealth Advisory LLC
Shealy Wealth Advisory (Shealy Wealth Management) works with individuals and families preparing for retirement, building customized retirement strategies and providing ongoing, objective guidance. The firm provides financial and investment planning, portfolio construction, and insurance considerations. Retail RIA based in Boca Raton, FL; custody through LPL Financial, with portfolios largely implemented in public funds and ETFs.
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Owner & Executives
TIMOTHY GUY SHEALY
Chief Compliance Officer, Managing Member, President
- CRD
- #2569242
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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