Shealy Wealth Advisory

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

4600 N Dixie Hwy Ste 102, Boca Raton, Fl...

Phone Number

(954) 757-3265

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Shealy Wealth Advisory

Shealy Wealth Management specializes in providing retirement planning services, including relationship management, fixed index annuities, and life insurance planning. The company aims to help individuals and families prepare for retirement by developing customized strategies that address their unique needs and goals. Their mission is to make the transition to retirement more manageable and less stressful through ongoing support and professional guidance. They target clients who are looking to feel confident about their future and pursue a comfortable retirement.Explore more
Shealy Wealth Advisory's Social MediaPopular SearchesShealy Wealth Advisory LLCShealy Wealth ManagementShealy Wealth Management IncShealy WealthShealy Wealth AdvisorySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shealy Wealth Advisory

<$5M
1-10
Private
-
2006
N/A
$6.3M
11-50
Private
-
2011
AB
Alan BeckerVice President
$5.4M
11-50
Private
<$5M
1992
BC
Brandon CawleyDirector, Investment Management
<$5M
1-10
Private
-
2004
NL
Natasha LauerFinancial Advisor
<$5M
1-10
Private
-
1998
GB
George BrakmeierFinancial Advisor
<$5M
1-10
Private
-
2002
Charlotte Dawes, Managing Member and President at Dawes Wealth Management
Charlotte DawesManaging Member and President
<$5M
1-10
Private
-
2006
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shealy Wealth Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shealy Wealth Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shealy Wealth Advisory.

Shealy Wealth Advisory Tech Stack

A closer look at the technologies used by Shealy Wealth Advisory

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Frequently Asked Questions Regarding Shealy Wealth Advisory

What is Shealy Wealth Advisory's official website?
Shealy Wealth Advisory's official website is www.shealywealth.com
What is Shealy Wealth Advisory's Revenue?
Shealy Wealth Advisory's revenue is <$5 Million
What is Shealy Wealth Advisory's SIC code?
Shealy Wealth Advisory's SIC: 62,628
What is Shealy Wealth Advisory's NAICS code?
Shealy Wealth Advisory's NAICS: 52,523
How many employees does Shealy Wealth Advisory have?
Shealy Wealth Advisory has 1-10 employees
What industry does Shealy Wealth Advisory belong to?
Shealy Wealth Advisory is in the industry of: Finance, Securities Trading
What is Shealy Wealth Advisory competition?
Shealy Wealth Advisory top competitors include: Churchill Wealth Management, Summit Asset Management, Longroad Wealth Managers, Lauer Financial
What technology does Shealy Wealth Advisory use?
Some of the popular technologies that Shealy Wealth Advisory uses are: WordPress.org, Proofpoint, Mailgun, GoDaddy DNS
How do I contact Shealy Wealth Advisory?
Shealy Wealth Advisory contact info: Phone number: (954) 757-3265 Website: www.shealywealth.com
What does Shealy Wealth Advisory do?

Shealy Wealth Management specializes in providing retirement planning services, including relationship management, fixed index annuities, and life insurance planning. The company aims to help individuals and families prepare for retirement by developing customized strategies that address their unique needs and goals. Their mission is to make the tr... ansition to retirement more manageable and less stressful through ongoing support and professional guidance. They target clients who are looking to feel confident about their future and pursue a comfortable retirement.Read More

What are Shealy Wealth Advisory social media links?
Shealy Wealth Advisory Linkedin page Shealy Wealth Advisory Facebook page
Is Shealy Wealth Advisory a public company?
Shealy Wealth Advisory is private company therefore does not currently have an official ticker symbol
See more information about Shealy Wealth Advisory

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