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| Proficient Wealth Counselors LLC
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|---|---|
| CRD # | 152640 |
| SEC # | 801-124894 |
| CIK # | |
| AUM | 146.9 M (2026-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 781-278-9488 |
| Address | 77 Access Road Norwood, MA 02062 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 61.0 |
| (b) Individuals (high net worth individuals) | 59 | 75.0 |
| (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 | 7 | 10.9 |
| (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 | 614 | 146.9 |
| By Discretionary | ||
| Discretionary | 614 | 146.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 614 | 146.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.9 | |
| Total | 614 | 146.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Entelevest LLC
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FL | 147.0 M |
|
Orion Global Advisors US Inc
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147.0 M | |
|
Heritage Capital LLC
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CT | 146.9 M |
|
KOON Financial Planning & Consulting LLC
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BWA LLC
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CA | 146.9 M |
|
CLF Asset Management Inc
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|
Hobbs Wealth Management LLC
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IN | 146.7 M |
|
Money Managers Inc
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|
TX | 146.6 M |
|
Larsen Glen Allen
✚
|
UT | 146.6 M |
|
Wealthgen Advisors LLC
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FL | 146.6 M |