PROPER WEALTH

RIASEC RegisteredEst. 2025

Total AUM

$132M

Discretionary

$132M

100% of AUM

Avg account

$264K

Accounts

500

Employees

Advisory reps

Firm details

Headquarters: TALLAHASSEE, Florida
CRD number: 336499
Registered since: June 23, 2025
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.93%
Individuals19.46%
Charitable Organizations2.2%
Corporations / Businesses1.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Proper Wealth LLC is an independent registered investment adviser that bills itself as serving both individual/family and institutional clients. The firm is organized as an LLC, is owned by an individual, and is SEC registered (registration year listed as 2025). Its client offerings combine financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Compensation is through a mix of asset‑based fees and fixed fees. Proper Wealth does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator, pension consultant, or related adviser. Industry relationships include ties with an accountant and an insurance company.