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Proactive Wealth Strategies, LLC

● SEC registered since 2022CRD 318872SEC# 801-123491Marietta, GA
Export (members)
Reg. AUM
$253.5M
Employees
5
Accounts
381
Location
Marietta, GA

Proactive Wealth Strategies, LLC assets under management

Proactive Wealth Strategies, LLC is an SEC-registered investment adviser based in Marietta, GA. The firm has been registered since 2022. It reports $253.5 million in regulatory assets under management and employs 5 people.
www.facebook.com/proactivewealthstrategiesView on SEC.gov ↗

Proactive Wealth Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Craig Ryan Seligman ControlPartner And Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Proactive Wealth Strategies, LLC manage?

Proactive Wealth Strategies, LLC reports $253.5 million in regulatory assets under management on its Form ADV.

How many employees does Proactive Wealth Strategies, LLC have?

Proactive Wealth Strategies, LLC reports 5 employees.

Where is Proactive Wealth Strategies, LLC located?

Proactive Wealth Strategies, LLC is based in Marietta, GA and has been SEC-registered since 2022.

Does Proactive Wealth Strategies, LLC disclose fund performance?

Proactive Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address533 Johnson Ferry Road Bldg. C, Suite 100, Marietta, GA 30068
Phone770-971-4142
Office hours5-Sep
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$253.5M
Non-discretionary$0
Total (RAUM)$253.5M