PROACTIVE WEALTH STRATEGIES, LLC

533 Johnson Ferry Road Bldg. C
Suite 100
Marietta, Georgia 30068
Tel: 770-971-4142

About PROACTIVE WEALTH STRATEGIES, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
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	381	$253,549,812
Individuals (other than high net worth individuals)	263	$71,248,043
High net worth individuals	118	$182,301,769

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