Sheeley & Partners Wealth Management, LLC
Sheeley & Partners Wealth Management, LLC is an SEC-registered wealth manager in Providence, RI with $131.3M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Sheeley & Partners Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109013, SEC 801-56822, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $131.3M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Providence, RI
- Employees
- 3
- Clients
- 79
- CRD
- 109013
- Ownership
- NAVIGATOR INVESTMENTS; LINDMARK, TODD, ALLAN; NCG, LLC; KAVNEY, JAMES; SHEELEY, LESLEY
How much AUM does Sheeley & Partners Wealth Management, LLC have?
Sheeley & Partners Wealth Management, LLC reported $131.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Sheeley & Partners Wealth Management, LLC?
Disclosed owners and executives of Sheeley & Partners Wealth Management, LLC include NAVIGATOR INVESTMENTS, LINDMARK, TODD, ALLAN, NCG, LLC, KAVNEY, JAMES, SHEELEY, LESLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.