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SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

PROVIDENCE, RI · CRD 109013 · IAPD ↗ · sheeleypartners.com · 401-455-1230

$131.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.