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Proxy Wealth Advisors LLC

● SEC registered since 2023CRD 298080SEC# 801-128321Aventura, FL
Export (members)
Reg. AUM
$90M
Employees
25
Accounts
700
Location
Aventura, FL

Proxy Wealth Advisors LLC assets under management

Proxy Wealth Advisors LLC is an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2023. It reports $90 million in regulatory assets under management and employs 25 people.
www.proxywealth.comView on SEC.gov ↗

Proxy Wealth Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Arthur Wayne Potter ControlCcoUnder 5%2024
Proxy Financial Corp ControlOwnerOver 75%2022
Bryan Caulkins ControlOwner50-75%2022
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Frequently asked questions

How much does Proxy Wealth Advisors LLC manage?

Proxy Wealth Advisors LLC reports $90 million in regulatory assets under management on its Form ADV.

How many employees does Proxy Wealth Advisors LLC have?

Proxy Wealth Advisors LLC reports 25 employees.

Where is Proxy Wealth Advisors LLC located?

Proxy Wealth Advisors LLC is based in Aventura, FL and has been SEC-registered since 2023.

Does Proxy Wealth Advisors LLC disclose fund performance?

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

Contact & registration

Address19505 Biscayne Blvd., Suite 2350, Aventura, FL 33180
Phone646-289-5075
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$90M
Non-discretionary$0
Total (RAUM)$90M