PROACTIVE WEALTH MANAGEMENT

Overview

Proactive Wealth Management is a small, privately owned corporate adviser that functions primarily as a capital allocator and insurance broker rather than a discretionary portfolio manager. The firm identifies and selects other advisers on behalf of clients, and its reported business activities emphasize insurance brokerage alongside adviser selection. It is not flagged as an active ESG investor, is not multi-state, and does not advertise pension consulting or related-adviser relationships. The firm is classified as "Unclassified" in available records and the year it registered with the SEC is not provided. Ownership is listed as individual and the firm uses a non-standard ("Other") fee structure. Industry affiliations include a relationship with a law firm, which may indicate a referral or professional-services network supporting its adviser-selection and insurance activities.

Assets & Accounts

Investments & Alternatives