Shea Financial Advisors
Shea Financial Advisors is an SEC-registered ria with $118.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Shea Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125606, SEC 801-132995, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $118.6M (2026-03-23)
- Firm type
- Ria
- Employees
- 2
- Clients
- 77
- CRD
- 125606
- Ownership
- SHEA, BRIAN, MICHAEL
How much AUM does Shea Financial Advisors have?
Shea Financial Advisors reported $118.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Shea Financial Advisors?
Disclosed owners and executives of Shea Financial Advisors include SHEA, BRIAN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.