SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

PROVIDENCE, Rhode Island·2 registered advisors·CRD# 109013
SEC# 801-568220401-455-1230
01

Firm Overview

AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

2 registered advisors
Lesley Wilbur Sheeley
PROVIDENCE, Rhode Island
Todd Allan Lindmark
PROVIDENCE, Rhode Island
05

Office Locations

PROVIDENCE, Rhode Island
2 advisors

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Data sourced from SEC Form ADV filings. SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC (CRD# 109013) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.