SHEALY WEALTH ADVISORY LLC

SHEALY WEALTH ADVISORY LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 310488). Regulatory assets under management: $18.3M.

Registration

• CRD: 310488
• Type: Registered investment adviser
• Location: 4600 NORTH DIXIE HIGHWAY, BOCA RATON, FL, 33431
• Phone: 954-757-3265
• Latest filing: 2026-05-07
• Regulatory AUM: $18.3M
• Discretionary AUM: $18.3M
• Clients: 2
• Accounts: 151

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310488 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search