Sheeley & Partners Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 109013
- SEC number
- 801-56822
- Firm type
- RIA
- Assets under management
- $131.3M as of Mar 24, 2026
- Website
- www.sheeleypartners.com ↗
- Phone
- 401-455-1230
- Address
- 100 Westminster St., Providence, RI, 02903
Advisors at this firm
2 in our index · page 1 of 1
-
George Alden GreerCRD 4117879 · Providence, RIIA Registered
-
Lesley Wilbur SheeleyCRD 1873232 · Providence, RIIA RegisteredDisclosure event(s) on record
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 109013 ↗
FINRA BrokerCheck record for firm CRD 109013 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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