PROXY WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$83,253,573
Discretionary
$83,253,573
Non-discretionary
$0
Firm details
- CRD number
- 298080
- SEC file number
- 801-128321
- Main office
- WINDERMERE, FL, United States
- Employees
- 25
- SEC status
- Approved
- Website
- https://www.proxywealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.