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

Explore More Retirement Advisors in Providence, Rhode Island

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.