Sheeley & Partners Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Providence, RI. Its latest Form ADV filing, dated March 24, 2026, reports $131M in regulatory assets under management, 3 employees, and 82 accounts.
Assets Under Management
$131M
Employees
3
Offices
--
Total Clients
79
Primary office
PROVIDENCE, RI
100 WESTMINSTER ST., SUITE 1202, PROVIDENCE, RI, United States
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
48
2
HNWI
39.2%
31
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of March 24, 2026
Discretionary100.0%
$131M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$131M
Total Accounts82
10Y AUM Change+$36M (+37.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee26:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.