PROPRIETOR WEALTH MANAGEMENT INC.

Overview

Proprietor Wealth Management Inc. is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and runs a compact, high-touch practice: it manages a small number of relationships with a relatively large average household size, which points to a wealth-management style aimed at high-net-worth clients rather than mass retail. Investment activity is equity-centric. The firm favors exchange-traded equities as its primary allocation vehicle and runs discretionary portfolios, which allows it to implement tailored equity strategies across client accounts. Its stated fee model combines a percentage of AUM with hourly charges, supporting both ongoing portfolio management and ad hoc planning or project work. Proprietor Wealth Management Inc. does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.

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Location & Offices