Sheeley & Partners Wealth Management, LLC

Sheeley & Partners Wealth Management, LLC (CRD# 109013) is a financial advisory firm headquartered in Providence, RI. They manage $106,709,307 in 281 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $379,748
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, MA, NC, RI

Financial Advisors at Sheeley & Partners Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
George A. Greer
CRD#: 4117879
100 Westminster St., Suite 1202, Providence, RI 02903
93
Wealthminder
score

George Greer (CRD# 4117879) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 16 years of experience in the finance industry.

2
Nancy J. Mayer
CRD#: 1349672
Bristol, RI
93
Wealthminder
score

Nancy Mayer (CRD# 1349672) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Bristol, RI and has over 10 years of experience in the finance industry.

3
George Wallace
CRD#: 2684795
The Villages, FL
93
Wealthminder
score

George Wallace (CRD# 2684795) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in The Villages, FL and has over 12 years of experience in the finance industry.

4
Lesley W. Sheeley
CRD#: 1873232
100 Westminster St., Suite 1202, Providence, RI 02903
83
Wealthminder
score

Lesley Sheeley (CRD# 1873232) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 28 years of experience in the finance industry.

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