Sheeley & Partners Wealth Management, LLC

Sheeley & Partners Wealth Management advises individuals, high‑net‑worth clients, trusts, estates and retirement plan sponsors, providing discretionary portfolio management alongside stand‑alone financial planning and non‑discretionary retirement plan consulting. The firm notes it manages client accounts across common public securities and funds and may recommend third‑party professionals when implementation is requested.

The firm implements client allocations across exchange‑listed securities, mutual funds, ETFs/ETNs, fixed income and cash, and regularly monitors and rebalances accounts on a discretionary basis; it may also employ short sales, margin, options and leveraged/inverse ETFs and treats cash positions as an asset class. Sheeley & Partners offers account aggregation and reporting through the eMoney platform and commonly uses Schwab or Interactive Brokers as custodians while disclosing the use of less liquid vehicles when appropriate.

Distinctive items in the brochure include its disclosure around insurance relationships — it previously referenced recommending representatives in their separate capacities as licensed insurance agents but amended its brochure to state there are no longer any employees or affiliates who are licensed insurance agents. The firm also regularly addresses allocations to unaffiliated private investment funds and interval funds (including using fund sponsor valuations in reporting and AUM calculations), which, together with its explicit use of more complex trading strategies, is notable for a two‑advisor practice.