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| Proactive Wealth Strategies LLC
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| |
|---|---|
| CRD # | 318872 |
| SEC # | 801-123491 |
| CIK # | |
| AUM | $224.0 MM (2024-06-13) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 770-971-4142 |
| Address | 533 Johnson Ferry Road Bldg C Marietta, GA 30068 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 61.7 |
| (b) Individuals (high net worth individuals) | 219 | 162.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 224.0 |
| By Discretionary | ||
| Discretionary | 872 | 224.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 872 | 224.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.0 | |
| Total | 872 | 224.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Belvoir Wealth Management AG
✚
|
0.2 | |
|
MFA Wealth Services
✚
|
CA | 0.2 |
|
Axiom Advisory LLC
✚
|
CA | 0.2 |
|
Streeter Moore & Stipe LLC
✚
|
OK | 0.2 |
|
DWM Financial Group Inc
✚
|
IL | 0.2 |
|
The H Group Washington Inc
✚
|
OR | 0.2 |
|
Wells Financial Advisors Inc
✚
|
MA | 0.2 |
|
Carter Financial LLC
✚
|
CA | 0.2 |
|
Midwest Heritage Bank FSB
✚
|
IA | 0.2 |
|
Rooted Wealth Advisors Inc
✚
|
IL | 0.2 |