| Name: | Sheeley & Partners Wealth Management, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 03 Jul 1998 (27 years ago) |
| Identification Number: | 000101302 |
| ZIP code: | 02903 |
| County: | Providence County |
| Purpose: | INVESTMENT CONSULTING |
| Historical names: |
Navigator Investments Mangement, LLC Navigator Investment Management, LLC Navigator Investments, LLC |
| Principal Address: |
100 WESTMINSTER STREET SUITE 1202, PROVIDENCE, RI, 02903, USA
|
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| LESLEY W. SHEELEY II | Agent | 13 GREAT ROAD, BARRINGTON, RI, 02806, USA |
| Name | Role | Address |
|---|---|---|
| LESLEY WILBUR SHEELEY II | MANAGER | 100 WESTMINSTER ST. SUITE 1202 PROVIDENCE, RI 02903 UNI |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2016-01-14 | Navigator Investments, LLC | Sheeley & Partners Wealth Management, LLC |
| Name Change | 2009-02-01 | Navigator Investment Management, LLC | Navigator Investments, LLC |
| Merged | 2009-02-01 | Navigator Investments, LLC on | Sheeley & Partners Wealth Management, LLC |
| Name Change | 1998-07-17 | Navigator Investments Mangement, LLC | Navigator Investment Management, LLC |
| Number | Name | File Date |
|---|---|---|
| 202458247460 | Annual Report | 2024-07-22 |
| 202456849530 | Revocation Notice For Failure to File An Annual Report | 2024-06-18 |
| 202327881980 | Annual Report | 2023-02-08 |
| 202208511720 | Annual Report | 2022-01-24 |
| 202101305200 | Annual Report | 2021-09-13 |
Date of last update: 20 May 2025
Sources: Rhode Island Department of State
