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SHEALY WEALTH ADVISORY LLC

Advisory

BOCA RATON, FL

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in FL

#2,020

of 2,610 advisers by AUM

Average account

$121K

across 151 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients151

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, FL, GA, NJ, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

151 clients

The full client-type breakdown and the share of AUM each category represents.

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