SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
SEC Registeredlet us help you NAVIGATE your future
About the firm
Sheeley & Partners believes that every investor deserves a personalized approach for managing assets. With individualized strategies and constant attention to assets, they help clients navigate towards the realization of their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial asset management with individualized strategies customized to fit the scope and needs of clients' assets
Who they serve
Investors seeking personalized asset management
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $19M |
| High Net Worth Individuals | 31 | $95M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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