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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Proactive Wealth Strategies LLC
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| CRD # | 318872 |
| SEC # | 801-123491 |
| CIK # | 0002043129 |
| AUM | $253.5 M (2025-02-18) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 770-971-4142 |
| Address | 533 Johnson Ferry Road Bldg C Marietta, GA 30068 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002043129 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Nvidia Corp | 9.0 | ||
| Palo Alto Networks Inc | 4.5 | ||
| Microsoft Corp | 4.5 | ||
| Apple Inc | 4.2 | ||
| Amazon Com Inc | 3.5 | ||
| Sprott Physical Gold Trust | 3.4 | ||
| Blackstone Group LP | 3.1 | ||
| Vulcan Materials Co | 3.1 | ||
| Sprott Physical Silver Trust | 3.1 | ||
| Alphabet Inc | 2.8 | ||
| Coca Cola Co | 2.8 | ||
| Medtronic Holdings Ltd | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 71.2 |
| (b) Individuals (high net worth individuals) | 118 | 182.3 |
| (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 | 381 | 253.5 |
| By Discretionary | ||
| Discretionary | 381 | 253.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 381 | 253.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.5 | |
| Total | 381 | 253.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002043129] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenbridge Partners LLC
✚
|
FL | 0.3 |
|
Charter Research & Investment Group Inc
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|
CT | 0.3 |
|
Morton Wealth Advisors
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MA | 0.3 |
|
Interwealth Management LLC
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|
AZ | 0.3 |
|
Curran & Lewis Investment Management Inc
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|
CA | 0.3 |
|
Valor Financial Services LLC
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|
TN | 0.3 |
|
RPC Private Wealth LLC
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|
IL | 0.3 |
|
Stern Capital Management Inc
✚
|
NJ | 0.3 |
|
Three Cord True Wealth Management LLC
✚
|
PA | 0.3 |
|
DWM Financial Group Inc
✚
|
IL | 0.3 |