Overview
Assets Under Management: $254 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 118
Average Client Assets: $2 million
Frequently Asked Questions
PROACTIVE WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318872), PROACTIVE WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
PROACTIVE WEALTH STRATEGIES, LLC is headquartered in MARIETTA, GA.
PROACTIVE WEALTH STRATEGIES, LLC serves 118 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, PROACTIVE WEALTH STRATEGIES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PROACTIVE WEALTH STRATEGIES, LLC manages $254 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, PROACTIVE WEALTH STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 381
Discretionary Accounts: 381
Regulatory Filings
CRD Number: 318872
Last Filing Date: 2025-02-18 00:00:00
Website: https://pwsatlanta.com