PROACTIVE WEALTH STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$315,838,988
Discretionary
$315,838,988
Non-discretionary
$0
Firm details
- CRD number
- 318872
- SEC file number
- 801-123491
- Main office
- MARIETTA, GA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.