SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
Latest filing: Mar 28, 2025 (216 days ago)
AUM
$122,400,702
4% change vs. 1 year ago
-3% change vs. 3 years ago
21% change vs. 5 years ago
-42% change vs. 10 years ago
Employee Count
3
50% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
-40% change vs. 10 years ago
Main Office
PROVIDENCE, RI
100 WESTMINSTER ST., PROVIDENCE, RI, UNITED STATES, 02903
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 61 | $0.0 |
| Average Individual AUM | $661,082 | |
| HNW | 17 | $0.1 |
| Average HNW AUM | $3,791,279 | |
| Retail Total | 78 | $0.1 |
| Average Retail AUM | $1,343,305 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 58% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 28% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 10% | $0.0 |
| Other | 3% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| KNICKERBOCKER WEALTH RESOURCES, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GEORGE GREER | PROVIDENCE | RI | S63|2000-03-23|S66|2007-03-14 | ||||||
| LESLEY SHEELEY | PROVIDENCE | RI | S63|1988-08-17 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 4% | 2 | 1 | 50% |
| 2023-04-04 | $0.1 | $0.0 | 18% | 3 | 0 | 0% |
| 2022-04-01 | $0.1 | $0.0 | -3% | 3 | 0 | 0% |
| 2021-04-05 | $0.1 | $0.0 | 12% | 3 | 0 | 0% |
| 2020-04-01 | $0.1 | $0.0 | 21% | 3 | 0 | 0% |
| 2019-04-01 | $0.1 | $0.0 | 27% | 4 | -1 | -25% |
| 2018-04-02 | $0.1 | $0.0 | 16% | 4 | -1 | -25% |
| 2017-04-01 | $0.1 | $0.0 | 28% | 4 | -1 | -25% |
| 2016-04-01 | $0.1 | $0.0 | 15% | 5 | -2 | -40% |
| 2015-04-01 | $0.2 | -$0.1 | -42% | 5 | -2 | -40% |
| 2014-04-01 | $0.2 | -$0.1 | -43% | 6 | -3 | -50% |
| 2013-04-01 | $0.2 | -$0.1 | -31% | 5 | -2 | -40% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| RI, FL-09/27/2006, MA-01/04/1999, RI-07/08/1998 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV