Overview
Assets Under Management: $131 million
Headquarters: TALLAHASSEE, FL
High-Net-Worth Clients: 104
Average Client Assets: $977,403
Frequently Asked Questions
PROPER WEALTH 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 #336499), PROPER WEALTH is subject to fiduciary duty under federal law.
PROPER WEALTH is headquartered in TALLAHASSEE, FL.
PROPER WEALTH serves 104 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, PROPER WEALTH offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PROPER WEALTH manages $131 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, PROPER WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.45
Average High-Net-Worth Client Assets: $977,403
Total Client Accounts: 506
Discretionary Accounts: 506
Regulatory Filings
CRD Number: 336499
Filing ID: 2024038
Last Filing Date: 2025-11-20 16:52:10
Website: 0