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Proficient Wealth Counselors, LLC

● SEC registered since 2022CRD 152640SEC# 801-124894Norwood, MA
Export (members)
Reg. AUM
$129.7M
Employees
1
Accounts
557
Location
Norwood, MA

Proficient Wealth Counselors, LLC assets under management

Proficient Wealth Counselors, LLC is an SEC-registered investment adviser based in Norwood, MA. The firm has been registered since 2022. It reports $129.7 million in regulatory assets under management and employs 1 people.
www.proficientwealth.comView on SEC.gov ↗

Proficient Wealth Counselors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gerald Loftin ControlManaging Member And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Proficient Wealth Counselors, LLC manage?

Proficient Wealth Counselors, LLC reports $129.7 million in regulatory assets under management on its Form ADV.

How many employees does Proficient Wealth Counselors, LLC have?

Proficient Wealth Counselors, LLC reports 1 employees.

Where is Proficient Wealth Counselors, LLC located?

Proficient Wealth Counselors, LLC is based in Norwood, MA and has been SEC-registered since 2022.

Does Proficient Wealth Counselors, LLC disclose fund performance?

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

Contact & registration

Address77 Access Road, Suite 6, Norwood, MA 02062
Phone781-278-9488
Fax781-278-9489
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.7M
Non-discretionary$0
Total (RAUM)$129.7M