PW ADVISORS, LLC
Doing business as PROPER WEALTH. SEC Form ADV profile.
Total regulatory AUM
$131,822,610
Discretionary
$131,822,610
Non-discretionary
$0
Firm details
- CRD number
- 336499
- SEC file number
- 801-132980
- Main office
- TALLAHASSEE, FL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.