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Shealy Wealth Advisory
SHEALY WEALTH ADVISORY LLC is a state-registered investment adviser in BOCA RATON, FL. The firm manages approximately $18 million in regulatory assets.
Overview
SHEALY WEALTH ADVISORY LLC is a state-registered investment adviser in BOCA RATON, FL. The firm manages approximately $18 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Does Shealy Wealth Advisory make direct investments or allocate to external funds?
This is unknown. Single-family offices frequently blend direct investments with fund commitments, but Shealy Wealth Advisory's specific deployment model has not been disclosed.
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