Shealy Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shealy Wealth Advisory LLC provides discretionary portfolio management to individual and high‑net‑worth clients, documenting each client’s goals, risk tolerance, and asset allocation in an Investment Policy Statement and implementing long‑term trading strategies. Investment advice is generally limited to mutual funds, equities, fixed income, real estate funds, Treasury‑inflation‑protected securities and private placements.
The firm’s investment process is grounded in modern portfolio theory and ongoing portfolio monitoring, with the adviser exercising trading discretion on behalf of clients. It implements portfolios both directly and through managed account programs sponsored by a broker‑dealer (including wrap‑fee arrangements), which can affect trade execution, share‑class availability and transaction handling.
Notable distinctions include acting as a portfolio manager within a broker‑dealer‑sponsored wrap fee program and having an affiliated private‑placement entity that may be recommended to suitable clients, each of which presents potential conflicts of interest that are disclosed in the brochure. The principal also maintains an active insurance practice and the firm requires use of specific custodians, factors that can influence available product options and compensation arrangements.
Client services
Expertise
Fee options
1.50% annually
Main office
4600 North Dixie Highway
Boca Raton FL 33431
Advisors at this office
1
Most active in
Arizona · Florida · Georgia · New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)