# Sheeley & Partners Wealth Management

Sheeley & Partners Wealth Management is a Bank / Wealth / Trust based in Providence, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Providence, United States
- **Region:** North America
- **Address:** 100 Westminster Street, Suite 1202, Providence, RI 02903, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** sheeleypartners.com
- **LinkedIn:** https://www.linkedin.com/company/sheeleypartners-wealth-management

## Regulatory record

- **CRD number:** 109013
- **SEC file number:** 801-56822
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109013

## About

Sheeley & Partners Wealth Management was founded in 1998 in Providence, Rhode Island, and has remained a locally anchored advisory practice for over two and a half decades. The firm operates as a registered investment advisor, a designation that binds it to a fiduciary standard — meaning client interests must legally come first in every recommendation. The firm's investment approach rests on individually managed portfolios constructed primarily from public equities and fixed-income instruments. It overlays this with financial planning services that cover estate planning, insurance analysis, and retirement-income modeling, creating a unified balance-sheet view for each client. Unlike firms that outsource investment management to third-party strategists, Sheeley & Partners appears to retain discretion over asset allocation and security selection in-house, giving it direct control over tax-loss harvesting, concentrated-position management, and intergenerational wealth-transfer timing. The geographic focus remains concentrated in southern New England, with no disclosed satellite offices. Team size and total assets under management are not publicly disclosed — a common posture for closely held wealth practices that do not market to institutions. Without a public Form ADV summary or industry database entry beyond the basic registration record, the firm's scale remains opaque. The absence of a LinkedIn presence or scrapable website content further underscores a deliberate choice to operate through direct client relationships rather than digital visibility. No philanthropic foundation, club-deal network, or adjacent operating business is publicly associated with the firm. The firm's structural differentiator is its quiet longevity. In an era of aggregator-driven consolidation — where regional RIAs are routinely rolled into national platforms — Sheeley & Partners has neither sold to a consolidator nor expanded aggressively. That stability implies a governance or ownership structure designed to preserve independence, though the specific succession mechanism is not publicly documented. For a certain subset of Providence families, that continuity itself may be the value proposition.

## Sectors

- Wealth Management

## Questions

### Who are the key investment decision-makers at Sheeley & Partners?

The firm does not publicly name any principals, portfolio managers, or advisors on its website, LinkedIn, or in available regulatory summaries. No biographies, team-member profiles, or ownership disclosures are accessible, so the individuals responsible for investment decisions cannot be identified from public sources.

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Last updated: 2026-08-11T02:43:31.692Z

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