| Name | Title | Ownership | Since |
|---|---|---|---|
| Lesley Wilbur Sheeley Control | Chief Compliance Officer / Member | Under 5% | 2004 |
| Ncg, LLC Control | Member | Over 75% | 1998 |
| Lesley Wilbur Sheeley Control | Managing Member | Over 75% | 1998 |
Sheeley & Partners Wealth Management, LLC reports $122.4 million in regulatory assets under management on its Form ADV.
Sheeley & Partners Wealth Management, LLC reports 3 employees.
Sheeley & Partners Wealth Management, LLC is based in Providence, RI and has been SEC-registered since 1999.
Sheeley & Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Westminster St., Suite 1202, Providence, RI 02903 |
| Phone | 401-455-1230 |
| Fax | 401-455-1221 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $122.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $122.4M |