Sheeley & Partners Wealth Management, LLC

Sheeley & Partners Wealth Management, LLC (CRD# 109013) is a financial advisory firm headquartered in Providence, RI. They manage $117,979,799 in 198 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 Westminster St., Suite 1202, Providence, RI 02903
https://www.linkedin.com/company/sheeley-
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $595,858
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, RI

Financial Advisors at Sheeley & Partners Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
George Greer, financial advisor Providence RI
George A. Greer
CRD#: 4117879
100 Westminster St., Suite 1202, Providence, RI 02903

George Greer (CRD# 4117879) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 24 years of experience in the finance industry.

2
Lesley Sheeley, financial advisor Providence RI
Lesley W. Sheeley
CRD#: 1873232
100 Westminster St., Suite 1202, Providence, RI 02903

Lesley Sheeley (CRD# 1873232) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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