DBA: SHEA FINANCIAL ADVISORS
| Total AUM | $118.6M |
| Discretionary | $118.6M100% of AUM |
| Client Accounts | 215 |
| Avg Account Size | $552K |
| Employees | 2 |
| Peak AUM | $118.6MMar 2026 |
| AUM CAGR | +2.1% /yrover 1 yrs · 2 filings |
Total AUM
$119M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $119M | +1.8% | — | — | — |
| Discretionary AUM | $119M | +1.8% | |||
| Total AUM | $118.6M |
| Discretionary | $118.6M |
| Employees | 2 |
| Client Accounts | 215 |
| Client Range | 26-50 |
Phone
203-966-9651
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$119M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
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| Total Accounts | 215 | 14.7% | — | — | — |
| Avg Account Size | $551,634.763 | +19.3% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $59M | +1.8% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $119M | +1.8% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 44 | +7.3% | — | — | — |
| Individuals | 33 | 0.0% | — | — | — |