SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

100 Westminster St.
Suite 1202
Providence, Rhode Island 02903
Tel: 401-455-1230

About SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC, formally registered with the SEC as SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC. The firm was established in 09/10/1999. They have over 1 offices throughout the country.

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is a Providence, Rhode Island based Financial Planning firm with nearly $117,979,799 assets under management, offering retirement planning & investment advisory services to 198 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109013
SEC#	801-56822
Assets Managed by Firm	$117,979,799
No. of Clients	198
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (GENERAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	198	$117,979,799
Individuals (other than high net worth individuals)	56	$21,951,068
High net worth individuals	25	$62,207,960
Pension and profit sharing plans	5	$33,820,771

More Retirement Planning firms in Providence, Rhode Island:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21
UNISON 225 Dyer Street, 2nd Floor Providence, RI, 02903	$1,810,395,000	296	1

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