SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
CRD #109013 SEC #801-56822 PROVIDENCE, RI 401-455-1230
SEC Registered
Total AUM
$122.4M
Discretionary
$122.4M
Employees
3
Clients
51
Accounts
81
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $122.4M | $122.4M | $0 | 3 | 0 |
| Apr 2024 | $118M | $118M | $0 | 2 | 0 |
| Mar 2024 | $118M | $118M | $0 | 2 | 0 |
| Mar 2023 | $103.9M | $103.9M | $0 | 3 | 0 |
| Mar 2023 | $103.9M | $103.9M | $0 | 3 | 0 |
| Apr 2022 | $126M | $126M | $0 | 3 | 0 |
| Mar 2022 | $126M | $126M | $0 | 3 | 0 |
| Mar 2021 | $109.6M | $109.6M | $0 | 3 | 0 |
| Mar 2021 | $109.6M | $109.6M | $0 | 3 | 0 |
| Jun 2020 | $101M | $101M | $0 | 3 | 0 |
| Mar 2020 | $101M | $101M | $0 | 3 | 0 |
| Mar 2019 | $96.5M | $96.5M | $0 | 4 | 0 |
| Mar 2018 | $105.7M | $105.7M | $0 | 4 | 0 |
| Apr 2017 | $95.3M | $95.3M | $0 | 4 | 100 |
| Mar 2017 | $95.3M | $95.3M | $0 | 4 | 100 |
| Jan 2016 | $106.7M | $106.7M | $0 | 5 | 100 |
| Jul 2015 | $210.5M | $110.7M | $99.8M | 5 | 200 |
| Mar 2015 | $210.5M | $110.7M | $99.8M | 5 | 200 |
| Mar 2014 | $216M | $116.3M | $99.7M | 6 | 200 |
| Mar 2014 | $200.8M | $109.5M | $91.3M | 7 | 200 |
| Apr 2013 | $200.8M | $109.5M | $91.3M | 7 | 200 |
| Apr 2012 | $176.2M | $103.8M | $72.4M | 1 | 200 |
| Mar 2011 | $174.1M | $106.7M | $67.4M | 5 | -- |
| Jun 2010 | $96M | $96M | $0 | 5 | -- |
| Feb 2009 | $76.1M | $76.1M | $0 | 5 | -- |
| Mar 2008 | $97.7M | $97.7M | $0 | 5 | -- |
| Aug 2007 | $99M | $99M | $0 | 5 | -- |
| Mar 2007 | $99M | $99M | $0 | 5 | -- |
| Mar 2006 | $85.8M | $84.9M | $910.5K | 5 | -- |
| Oct 2005 | $82.8M | $81.9M | $893K | 5 | -- |
| May 2005 | $82.8M | $81.9M | $893K | 5 | -- |
| Jan 2005 | $85.6M | $84.5M | $1M | 5 | -- |
| Apr 2004 | $85.6M | $84.5M | $1M | 5 | -- |
| Mar 2002 | $207M | $206.6M | $386.2K | 10 | -- |
| Nov 2001 | $102.8M | $102.5M | $314.9K | 10 | -- |
DateMar 2025
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2017
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees4
Clients100
DateJan 2016
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees5
Clients100
DateJul 2015
Total AUM$210.5M
Discretionary$110.7M
Non-Disc.$99.8M
Employees5
Clients200
DateMar 2015
Total AUM$210.5M
Discretionary$110.7M
Non-Disc.$99.8M
Employees5
Clients200
DateMar 2014
Total AUM$216M
Discretionary$116.3M
Non-Disc.$99.7M
Employees6
Clients200
DateMar 2014
Total AUM$200.8M
Discretionary$109.5M
Non-Disc.$91.3M
Employees7
Clients200
DateApr 2013
Total AUM$200.8M
Discretionary$109.5M
Non-Disc.$91.3M
Employees7
Clients200
DateApr 2012
Total AUM$176.2M
Discretionary$103.8M
Non-Disc.$72.4M
Employees1
Clients200
DateMar 2011
Total AUM$174.1M
Discretionary$106.7M
Non-Disc.$67.4M
Employees5
Clients--
DateJun 2010
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$97.7M
Discretionary$97.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$85.8M
Discretionary$84.9M
Non-Disc.$910.5K
Employees5
Clients--
DateOct 2005
Total AUM$82.8M
Discretionary$81.9M
Non-Disc.$893K
Employees5
Clients--
DateMay 2005
Total AUM$82.8M
Discretionary$81.9M
Non-Disc.$893K
Employees5
Clients--
DateJan 2005
Total AUM$85.6M
Discretionary$84.5M
Non-Disc.$1M
Employees5
Clients--
DateApr 2004
Total AUM$85.6M
Discretionary$84.5M
Non-Disc.$1M
Employees5
Clients--
DateMar 2002
Total AUM$207M
Discretionary$206.6M
Non-Disc.$386.2K
Employees10
Clients--
DateNov 2001
Total AUM$102.8M
Discretionary$102.5M
Non-Disc.$314.9K
Employees10
Clients--