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Home > Retirement Planners > florida > aventura > PROXY WEALTH ADVISORS LLC
PROXY WEALTH ADVISORS LLC
19505 Biscayne Blvd.
Suite 2350
Aventura, Florida 33180
Tel: 646-289-5075
About PROXY WEALTH ADVISORS LLC
PROXY WEALTH ADVISORS LLC, formally registered with the SEC as PROXY WEALTH ADVISORS LLC. The firm was established in 07/10/2023. They have over 10 offices throughout the country.
PROXY WEALTH ADVISORS LLC is a Aventura, Florida based Financial Planning firm with nearly $132,800,000 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298080 |
| SEC# | 801-128321 |
| Assets Managed by Firm | $132,800,000 |
| No. of Clients | 666 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 666 | $132,800,000 |
| Individuals (other than high net worth individuals) | 548 | $98,654,000 |
| High net worth individuals | 19 | $25,251,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,895,000 |
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