PROXY WEALTH ADVISORS LLC
Firm details
- Headquarters
- WINDERMERE, Florida
- CRD number
- 298080
- Registered since
- July 10, 2023
- Website
- www.proxywealth.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.11%
- HNWI27.74%
- Pension & Profit Sharing Plans11.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Proxy Wealth Advisors LLC is an independent, multi-state registered investment adviser that provides financial planning and portfolio management for individuals, families and small-business clients, as well as some institutional relationships. The firm offers a mix of fee arrangements — percentage of AUM, hourly and fixed fees — and does not position itself as a capital allocator to third-party managers. Proxy Wealth Advisors registered with the SEC in 2023 and is organized as a limited liability company with domestic entity and individual ownership. The adviser does not identify as an active ESG investor and does not provide pension consulting services.
Assets & Accounts
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
- Private Funds64%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents16%
- US Government Bonds4%
Owners & executives
2 of 2Felipe Mardakis
CEOCRD 7744484
Rafael Junqueira Nani
Independent ContractorCRD 7682353
Contacts
3 of 10CARLOS GONZALEZ
AttorneyCRD 4294205
Peterson Cenerino
Financial AdvisorCRD 7842129
Tatiane Teixeira
Financial AdvisorCRD 8110717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINDERMERE, FL
ORANGE
Location
WINDERMERE, FL
Headquartered in WINDERMERE, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 9100 Conroy Windermere Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
IQ PORTFOLIOS
RIAWINDERMERE, FL
PRIMUS TRUST
RIAWINDERMERE, FL
INTER US MANAGEMENT, LLC
RIAMIAMI, FL
PECORA CAPITAL LLC
RIAMIAMI, FL
PATTERSON INVESTMENTS, INC.
RIADAVIE, FL
ROUTE 20 PRIVATE WEALTH INC.
RIAFort Lauderdale, FL