Investment adviser · CRD 109013

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

PROVIDENCE, RI, United States · Form ADV filed Mar 24, 2026

Regulatory AUM
$131M
Form ADV · Item 5.F
Client accounts
82
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals31$94,747,56472.2%
Individuals48$19,177,79214.6%
Retirement plansFewer than 5$17,376,14113.2%
Filing source

Form ADV 2058309 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PILOT INVESTMENT, L.P.Hedge Fund · Last reported Mar 24, 2014$700KGross asset value
Auditor BATCHELOR FRECHETTE MCCRORY MICHAEL & CO. PROVIDENCE, Rhode Island, United States
Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1903435795
Reported beneficial owners
8
Minimum commitment
$250K
Form D file number
021-127341

Form ADV 797483 · Mar 24, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

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

CRD 109013

Filing source

Form ADV 2058309 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.