{
  "crd_number": 109013,
  "slug": "sheeley-and-partners-wealth-management-llc-providence-ri-109013",
  "primary_business_name": "SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC",
  "legal_name": "SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Providence",
  "state": "RI",
  "country": "United States",
  "cbsa_code": "39300",
  "metro": {
    "cbsa_code": "39300",
    "common_name": "Providence",
    "msa_name": "Providence-Warwick, RI-MA",
    "path": "/advisors/ri/providence"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-09-10",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 131301497.0,
  "raum_discretionary": 131301497.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 19177792.0,
      "count": 48
    },
    "pension_profit_sharing": {
      "raum": 17376141.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 94747564.0,
      "count": 31
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "RI"
  ],
  "websites": [
    "https://facebook.com/SHEELEY-PARTNERS-WEALTH-MANAGEMENT-162176707560735",
    "https://linkedin.com/COMPANY/SHEELEY-&-PARTNERS-WEALTH-MANAGEMENT-LLC/ABOUT",
    "https://sheeleypartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109013",
  "city_as_filed": "PROVIDENCE",
  "url": "https://advisorcensus.com/firm/sheeley-and-partners-wealth-management-llc-providence-ri-109013",
  "display_name": "Sheeley & Partners Wealth Management, LLC",
  "summary": "Sheeley & Partners Wealth Management, LLC is an SEC-registered investment advisory firm in Providence, RI, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Sheeley & Partners Wealth Management, LLC (CRD 109013): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sheeley & Partners Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sheeley & Partners Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Sheeley & Partners Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $3,000 to $5,000 (financial planning and/or consulting services…); Hourly rate: $200 to $550 an hour (financial planning and/or consulting services…); Flat fee: $5,000 a year (retirement plan consulting services); Hourly rate: $200 to $400 an hour (retirement plan consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sheeley & Partners Wealth Management, LLC located?",
      "a": "Sheeley & Partners Wealth Management, LLC's principal office is in Providence, RI, according to its Form ADV."
    },
    {
      "q": "Is Sheeley & Partners Wealth Management, LLC registered with the SEC or a state?",
      "a": "Sheeley & Partners Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109013."
    },
    {
      "q": "How much does Sheeley & Partners Wealth Management, LLC manage?",
      "a": "Sheeley & Partners Wealth Management, LLC reports $131,301,497 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sheeley & Partners Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sheeley & Partners Wealth Management, LLC: Regulatory assets under management: $109,642,581 in the October 2021 data and $131,301,497 in the October 2026 data, up 20%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sheeley & Partners Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (31)."
    },
    {
      "q": "Which custodians does Sheeley & Partners Wealth Management, LLC use?",
      "a": "Sheeley & Partners Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sheeley & Partners Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109013"
    },
    {
      "q": "What changed in Sheeley & Partners Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: No longer registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 109642581.0,
      "total_employees": 3,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 126015288.0,
      "total_employees": 3,
      "filing_date": "2022-04-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 103905679.0,
      "total_employees": 3,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 117979799.0,
      "total_employees": 2,
      "filing_date": "2024-04-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 122400702.0,
      "total_employees": 3,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 131301497.0,
      "total_employees": 3,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,000 to $5,000 (financial planning and/or consulting services…)",
      "Hourly rate: $200 to $550 an hour (financial planning and/or consulting services…)",
      "Flat fee: $5,000 a year (retirement plan consulting services)",
      "Hourly rate: $200 to $400 an hour (retirement plan consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 to $5,000 (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $550 an hour (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee basis, or between $200 and $550 per hour on an hourly basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 a year (retirement plan consulting services)"
        ],
        "quotes": [
          "The Registrant generally charges at least $5,000 on an annual fixed fee basis between $200 and $400 per hour on an hourly rate basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $400 an hour (retirement plan consulting services)"
        ],
        "quotes": [
          "The Registrant generally charges at least $5,000 on an annual fixed fee basis between $200 and $400 per hour on an hourly rate basis"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 550.0,
          "period": "hour",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        },
        {
          "kind": "flat",
          "amount": 5000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "retirement plan consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 400.0,
          "period": "hour",
          "service": "retirement plan consulting services"
        }
      ]
    },
    "quotes": [
      "Registrant’s planning and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee basis",
      "Registrant’s planning and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee basis, or between $200 and $550 per hour on an hourly basis",
      "The Registrant generally charges at least $5,000 on an annual fixed fee basis between $200 and $400 per hour on an hourly rate basis",
      "The Registrant generally charges at least $5,000 on an annual fixed fee basis between $200 and $400 per hour on an hourly rate basis"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sheeley-and-partners-wealth-management-llc-providence-ri-109013.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 48,
      "fewer_than_5": false,
      "raum": 19177792.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 94747564.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 17376141.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109013",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}