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 is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2025. Ownership is individual, and the firm serves both individual/family and institutional clients. Its advisory mandate centers on financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Compensation comes via a mix of percentage-of-AUM and fixed fees. Proper Wealth does not identify as an active ESG investor, is not designated a multi-state adviser, and is not a capital allocator or pension consultant in the provided materials.