SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 109013). Regulatory assets under management: $131.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Lesley Wilbur Sheeley | CHIEF COMPLIANCE OFFICER / MEMBER; MANAGING MEMBER | Providence, RI |
| HOGAN ROBERT EDWARD | MANAGING MEMBER | — |
| SHEELEY LESLEY WILBUR | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / MEMBER; CHIEF COMPLIANCE OFFICER/MEMBER (+2 more) | — |
| KAVNEY JAMES | MANAGING MEMBER | — |
| SHEELEY LESLEY | MANAGING MEMBER | — |
| LINDMARK TODD ALLAN | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| DANFORTH MURRAY SNELL | MANAGING MEMBER | — |