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Shealy Wealth Advisory
SHEALY WEALTH ADVISORY LLC is an SEC-registered investment adviser in BOCA RATON, FL. The firm manages approximately $18 million in regulatory assets.
Shealy Wealth Advisory
SHEALY WEALTH ADVISORY LLC is an SEC-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
Single Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Is Shealy Wealth Advisory a single-family office or does it serve external clients?
Its naming convention and structure suggest a single-family office serving the Shealy family exclusively. There is no public evidence of it marketing services to or managing capital for outside investors.
What is the source of the Shealy family's wealth?
The wealth origin has not been publicly disclosed. It may derive from a privately held operating business, real estate holdings, or a liquidity event that has not been reported in public records.
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.
How can an institutional allocator or GP engage with Shealy Wealth Advisory?
The office maintains no public contact profile, website, or LinkedIn presence. Engagement would require a warm introduction through the Shealy family's existing personal or professional network.
Is the firm regulated or registered with the SEC?
A private single-family office with no outside clients is typically exempt from SEC registration under the Family Office Rule. No public filings indicate registration.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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