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| Sheeley & Partners Wealth Management LLC
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|
|---|---|
| CRD # | 109013 |
| SEC # | 801-56822 |
| CIK # | |
| AUM | $103.9 MM (2023-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 401-455-1230 |
| Address | 100 Westminster St Providence, RI 02903 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Pilot Investment LP | [2012-04-03] | 3.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 19.8 |
| (b) Individuals (high net worth individuals) | 27 | 71.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 237 | 103.9 |
| By Discretionary | ||
| Discretionary | 237 | 103.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 237 | 103.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.9 | |
| Total | 237 | 103.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dynamic Wealth Strategies LLC
✚
|
CA | 0.1 |
|
Capstone Investment Financial Group LLC
✚
|
NY | 0.1 |
|
Buckley Capital Advisors LLC
✚
|
FL | 0.1 |
|
Severian Asset Management LLC
✚
|
TX | 0.1 |
|
Dumont Global LP
✚
|
NY | 0.1 |
|
TR Capital Management LLC
✚
|
NY | 0.1 |
|
Seacrest Investment Management LLC
✚
|
NY | 0.1 |
|
Branzan Investment Advisors Inc
✚
|
CO | 0.1 |
|
Two Prime LLC
✚
|
CO | 0.1 |
|
APS Labs LLC
✚
|
IL | 0.1 |