PROACTIVE WEALTH STRATEGIES, LLC
Firm details
- Headquarters
- MARIETTA, Georgia
- CRD number
- 318872
- Registered since
- March 22, 2022
- Website
- www.pwsatlanta.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.65%
- Individuals32.07%
- Corporations / Businesses3.22%
- Pension & Profit Sharing Plans0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Proactive Wealth Strategies, LLC is an independent registered investment adviser that began SEC registration in 2022 and is organized as an LLC with individual ownership. The firm serves a mix of individuals, families and institutional clients, offering financial planning and portfolio management services geared toward individuals and small businesses. Its fee model combines percentage-of-AUM charges with fixed-fee arrangements. Proactive Wealth Strategies does not self-identify as an active ESG investor and does not act as a capital allocator; when using alternatives it deploys third-party external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds2%
Owners & executives
2 of 2Lauren Gretchen
Chief Compliance OfficerCRD 2690894
CRAIG SELIGMAN
Chief Compliance OfficerCRD 2515820
Contacts
3 of 5ASHISH GANDHI
Financial AdvisorCRD 8118405
Meredith Nation
Administrative AssistantCRD 7964409
CYNTHIA DERSO
Co-FounderCRD 4146436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARIETTA, GA
COBB
Location
MARIETTA, GA
Headquartered in MARIETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- COBB
- Address
- 533 Johnson Ferry Rd
- Time zone
- ET (UTC-5)
- Office locations
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