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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Rhode Island
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
LINDMARK, TODD, ALLAN	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER/MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER/MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER/MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER/MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER/MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER/MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
SHEELEY, LESLEY, WILBUR	I	CHIEF COMPLIANCE OFFICER / MEMBER	NA	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NAVIGATOR INVESTMENTS	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
NCG, LLC	DE	MEMBER	E	Control
DANFORTH, MURRAY, SNELL	I	MANAGING MEMBER	C	Control
DANFORTH, MURRAY, SNELL	I	MANAGING MEMBER	C	Control
DANFORTH, MURRAY, SNELL	I	MANAGING MEMBER	C	Control
DANFORTH, MURRAY, SNELL	I	MANAGING MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
NCG, LLC	DE	NAVIGATOR INVESTMENTS	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	E	Control
HOGAN, MICHAEL, EDWARD	I	NGC, LLC	C	Control
HOGAN, MICHAEL, EDWARD	I	NGC, LLC	C	Control
HOGAN, MICHAEL, EDWARD	I	NGC, LLC	C	Control
HOGAN, MICHAEL, EDWARD	I	NGC, LLC	C	Control
KAVNEY, JAMES	I	NGC, LLC	C	Control
KAVNEY, JAMES	I	NGC, LLC	C	Control
KAVNEY, JAMES	I	NGC, LLC	C	Control
KAVNEY, JAMES	I	NGC, LLC	C	Control
SHEELEY, LESLEY	I	NGC. LLC	C	Control
SHEELEY, LESLEY	I	NGC. LLC	C	Control
SHEELEY, LESLEY	I	NGC. LLC	C	Control
SHEELEY, LESLEY	I	NGC. LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC. LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC. LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control
SHEELEY, LESLEY, WILBUR	I	NGC, LLC	C	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (9)

AZ CT FL IA MA NC NH NY RI

Address

100 WESTMINSTER ST.
SUITE 1202
PROVIDENCE, RI 02903
United States

Phone: 401-455-1230