CRD: 109013
Sheeley & Partners Wealth Management, LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1993
- Office Locations
- 1
Office Locations
About Sheeley & Partners Wealth Management, LLC
Sheeley & Partners Wealth Management is a Providence, RI registered investment adviser providing personalized wealth management and financial planning for individuals and organizations, including entrepreneurs. The firm builds individualized, closely monitored portfolios focused on asset allocation and risk management, using ETFs and mutual funds alongside select alternatives, fixed income, and real estate exposure. Custody includes Charles Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LESLEY WILBUR SHEELEY MR.
Chief Compliance Officer, Principal
- CRD
- #1873232
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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GEORGE ALDEN GREER
Financial Advisor
- CRD
- #4117879
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,301,497 | $1,601,238 |
| Non-Discretionary | $0 | -- |
| Total | $131,301,497 | $1,601,238 |
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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 |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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