533 Johnson Ferry Road Bldg. C
Suite 100
Marietta, Georgia 30068
Tel: 770-971-4142
PROACTIVE WEALTH STRATEGIES, LLC, formally registered with the SEC as PROACTIVE WEALTH STRATEGIES, LLC. The firm was established in 03/22/2022. They have over 1 offices throughout the country.
PROACTIVE WEALTH STRATEGIES, LLC is a Marietta, Georgia based Financial Planning firm with nearly $253,549,812 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 318872 |
SEC# | 801-123491 |
Assets Managed by Firm | $253,549,812 |
No. of Clients | 381 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 381 | $253,549,812 |
Individuals (other than high net worth individuals) | 263 | $71,248,043 |
High net worth individuals | 118 | $182,301,769 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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