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, Hourly Charges, 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, SEC-registered RIA (registered in 2022) structured as a limited liability company and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily for individuals, families and small-business clients, and it also serves some institutional relationships. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. The adviser does not identify as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator or a related adviser.
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 2
Lauren 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
Similar firms
Baer Wealth Management
RIAMarietta, GA
Paul Manners & Associates, Inc.
RIAMarietta, GA
Southbridge Advisors, LLC
RIAMarietta, GA
Wiser Wealth Management, Inc
RIAMarietta, GA
Wickham Financial & Insurance Services
RIAMarietta, GA
Bey-Douglas, LLC Investment Counsel
RIAMarietta, GA