Sheeley & Partners Wealth Management, LLC
● SEC registered since 1999CRD 109013SEC# 801-56822Providence, RI
Reg. AUM
$131.3M
Employees
3
Accounts
82
Location
Providence, RI
Sheeley & Partners Wealth Management, LLC assets under management
Sheeley & Partners Wealth Management, LLC is an investment advisory firm registered with the SEC based in Providence, RI. The firm has been registered since 1999. It reports $131.3 million in regulatory assets under management and employs 3 people.
Sheeley & Partners Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lesley Wilbur Sheeley Control | Chief Compliance Officer / Member | Under 5% | 2004 |
| Ncg, LLC Control | Member | Over 75% | 1998 |
| Lesley Wilbur Sheeley Control | Managing Member | Over 75% | 1998 |
Frequently asked questions
How much does Sheeley & Partners Wealth Management, LLC manage?
Sheeley & Partners Wealth Management, LLC reports $131.3 million in regulatory assets under management on its Form ADV.
How many employees does Sheeley & Partners Wealth Management, LLC have?
Sheeley & Partners Wealth Management, LLC reports 3 employees.
Where is Sheeley & Partners Wealth Management, LLC located?
Sheeley & Partners Wealth Management, LLC is based in Providence, RI and has been SEC-registered since 1999.
Does Sheeley & Partners Wealth Management, LLC disclose fund performance?
Sheeley & Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Westminster St., Suite 1202, Providence, RI 02903 |
| Phone | 401-455-1230 |
| Fax | 401-455-1221 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.3M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$131.3Mregulatory AUM
Discretionary $131.3M