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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Proficient Wealth Counselors LLC
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|---|---|
| CRD # | 152640 |
| SEC # | 801-124894 |
| CIK # | |
| AUM | $129.7 M (2025-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 781-278-9488 |
| Address | 77 Access Road Norwood, MA 02062 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 69.9 |
| (b) Individuals (high net worth individuals) | 39 | 50.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 8.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 129.7 |
| By Discretionary | ||
| Discretionary | 557 | 129.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 129.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.7 | |
| Total | 557 | 129.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.1 |
|
Maclendon Wealth Management LLC
✚
|
FL | 0.1 |
|
Sheets Smith Investment Management LLC
✚
|
TX | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |
|
The SHER Wealth Management Group Inc
✚
|
MA | 0.1 |
|
Liberty One Wealth Advisors
✚
|
PA | 0.1 |
|
Ironoak Wealth LLC
✚
|
TX | 0.1 |