# SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC of PROVIDENCE, RI is an SEC-registered investment adviser.

## Registration

- CRD: 109013
- Type: SEC-registered investment adviser
- SEC file number: 801-56822
- Location: 100 WESTMINSTER ST., SUITE 1202, PROVIDENCE, RI, 02903
- Phone: 401-455-1230
- Latest filing: 2026-03-24
- Regulatory AUM: $131.3M
- Discretionary AUM: $131.3M
- Clients: 3
- Accounts: 82

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109013/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109013/similar
- Related entities: https://search.stillhousedata.com/firm/109013/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109013

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.