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  5. Sheeley & Partners Wealth Management, LLC

Sheeley & Partners Wealth Management, LLC

Company Details

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
Principal Address: 100 WESTMINSTER STREET SUITE 1202, PROVIDENCE, RI, 02903, USA
Purpose: INVESTMENT CONSULTING
NAICS: 523930 - Investment Advice
Historical names: Navigator Investments Mangement, LLC
Navigator Investment Management, LLC
Navigator Investments, LLC

Central Index Key

CIK number Mailing Address Business Address Phone
1166662 10 WEYBOSSET STREET, PROVIDENCE, RHODE ISLAND, RHODE ISLAND, RI, 02903 10 WEYBOSSET ST, PROVIDENCE, RI, 02903 (401)455-1230

Filings since 2002-11-14
Form type 13F-HR
File number 028-10013
Filing date 2002-11-14
Reporting date 2002-09-30
File View File

Filings since 2002-08-19
Form type 13F-HR
File number 028-10013
Filing date 2002-08-19
Reporting date 2002-06-30
File View File

Filings since 2002-05-08
Form type 13F-HR
File number 028-10013
Filing date 2002-05-08
Reporting date 2002-03-31
File View File

Filings since 2002-02-08
Form type 13F-HR
File number 028-10013
Filing date 2002-02-08
Reporting date 2001-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2023 050499247 2024-10-11 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST. SUITE 1202, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing KEVIN BOERCKER
Valid signature Filed with authorized/valid electronic signature
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 050499247 2023-07-26 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST. SUITE 1202, PROVIDENCE, RI, 02903
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 050499247 2022-10-03 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST. SUITE 1202, PROVIDENCE, RI, 02903
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 050499247 2021-09-28 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST. SUITE 1202, PROVIDENCE, RI, 02903
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 050499247 2020-09-15 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST, SUITE 1202, PROVIDENCE, RI, 02903
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 050499247 2019-09-19 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST, SUITE 1202, PROVIDENCE, RI, 02903
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 050499247 2018-10-15 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST, SUITE 1202, PROVIDENCE, RI, 02903
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 050499247 2017-10-11 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST, SUITE 1202, PROVIDENCE, RI, 02903
NAVIGATOR INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2015 050499247 2016-10-14 NAVIGATOR INVESTMENTS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST, SUITE 1202, PROVIDENCE, RI, 02903
NAVIGATOR INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2014 050499247 2015-10-07 NAVIGATOR INVESTMENTS, LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST, SUITE 1202, PROVIDENCE, RI, 02903
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/14/20161014083805P040024963959001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 100 WESTMINSTER ST, SUITE 1202, PROVIDENCE, RI, 02903
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/07/20141007130127P040013342287001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2014-10-07
Name of individual signing LESLEY W. SHEELEY, II
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/27/20130927070645P030011135201001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050499247
Plan administrator’s name NAVIGATOR INVESTMENTS, LLC
Plan administrator’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014551230

Signature of
Role Plan administrator
Date 2013-09-27
Name of individual signing LESLEY W. SHEELEY, II
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/02/22/20130222151031P040132085265001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050499247
Plan administrator’s name NAVIGATOR INVESTMENTS, LLC
Plan administrator’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014551230

Signature of
Role Plan administrator
Date 2013-02-22
Name of individual signing LESLEY W. SHEELEY, II
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/02/22/20130222145749P040104475299001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050499247
Plan administrator’s name NAVIGATOR INVESTMENTS, LLC
Plan administrator’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014551230

Signature of
Role Plan administrator
Date 2013-02-22
Name of individual signing LESLEY W. SHEELEY, II
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/02/22/20130222145531P040104472579001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050499247
Plan administrator’s name NAVIGATOR INVESTMENTS, LLC
Plan administrator’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014551230

Signature of
Role Plan administrator
Date 2013-02-22
Name of individual signing LESLEY W. SHEELEY, II
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014551230
Plan sponsor’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050499247
Plan administrator’s name NAVIGATOR INVESTMENTS, LLC
Plan administrator’s address 10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014551230

Signature of
Role Plan administrator
Date 2010-10-05
Name of individual signing LESLEY W. SHEELEY, II
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LESLEY W. SHEELEY II Agent 13 GREAT ROAD, BARRINGTON, RI, 02806, USA

MANAGER

Name Role Address
LESLEY WILBUR SHEELEY II MANAGER 100 WESTMINSTER ST. SUITE 1202 PROVIDENCE, RI 02903 UNI

Events

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

Filings

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
202058712430 Annual Report 2020-09-28
201918449990 Annual Report 2019-09-09
201874565200 Annual Report 2018-08-15
201753076830 Statement of Change of Registered/Resident Agent 2017-11-07
201749752010 Annual Report 2017-09-15

Related by officers

LESLEY W. SHEELEY II

NCG, LLC

LESLEY WILBUR SHEELEY II

NCG, LLC

Related by address

100 WESTMINSTER STREET SUITE 1202, PROVIDENCE, RI, 02903, USA

NCG, LLC Knickerbocker Wealth Resources, LLC

Date of last update: 08 Oct 2024

Sources: Rhode Island Department of State

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