Shea Wealth Partners

What changed

Led four-person Shea Wealth Partners, a $350M team producing $2.5M in revenue, from UBS to Rockefeller.

Reported / discovered

Oct 23, 2026

Effective

Not reported

New role

Advisor and team leader

Previous role

Not reported

Market

Columbus, OH

Reported book

$350M

Reported team size

4 people

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.