PROFICIENT WEALTH COUNSELORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$146,889,279
Discretionary
$146,889,279
Non-discretionary
$0
Firm details
- CRD number
- 152640
- SEC file number
- 801-124894
- Main office
- NORWOOD, MA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.PROFICIENTWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.