|
⚲
|
| Keyboard |
| Proactive Wealth Strategies LLC
✚
|
|
|---|---|
| CRD # | 318872 |
| SEC # | 801-123491 |
| CIK # | 0002043129 |
| AUM | 315.8 M (2026-06-01) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-971-4142 |
| Address | 533 Johnson Ferry Road Bldg C Marietta, GA 30068 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002043129 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 23.1 | ||
| Sprott Physical Silver Trust | 13.9 | ||
| Apple Inc | 12.9 | ||
| Palo Alto Networks Inc | 10.3 | ||
| Sprott Physical Gold Trust | 10.2 | ||
| Alphabet Inc | 9.4 | ||
| Microsoft Corp | 8.5 | ||
| Lilly Eli & Co | 8.4 | ||
| Coca Cola Co | 8.2 | ||
| Amazon Com Inc | 7.9 | ||
| Wal Mart Stores Inc | 7.6 | ||
| Vulcan Materials Co | 7.3 | ||
| Netflix Inc | 6.9 | ||
| Blackstone Group LP | 6.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 101.3 |
| (b) Individuals (high net worth individuals) | 105 | 204.2 |
| (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 | 1 | 0.2 |
| (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 | 12 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,200 | 315.8 |
| By Discretionary | ||
| Discretionary | 1,200 | 315.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,200 | 315.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.8 | |
| Total | 1,200 | 315.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043129] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Financial Group Corporation
✚
|
NC | 317.0 M |
|
DKM Wealth Management Inc
✚
|
CA | 316.8 M |
|
The Mustico Financial Group Inc
✚
|
NY | 316.5 M |
|
Ferguson-Johnson Wealth Management Inc
✚
|
MD | 316.4 M |
|
Wealthcollab LLC
✚
|
WA | 316.2 M |
|
Tenon Financial LLC
✚
|
NJ | 316.0 M |
|
CDM Financial Counseling Services Inc
✚
|
CT | 315.4 M |
|
Walker Asset Management LLC
✚
|
315.3 M | |
|
Forte Asset Management LLC
✚
|
315.2 M | |
|
Bonner & Smith LLC
✚
|
TX | 314.8 M |