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Proxy Financial Corp

OwnerProxy Wealth Advisors LLC

About Proxy Financial Corp

Proxy Financial Corp is listed as Owner at Proxy Wealth Advisors LLC in Aventura, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Proxy Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Proxy Financial Corp work?

Proxy Financial Corp is listed as Owner at Proxy Wealth Advisors LLC on SEC Form ADV.

How much of Proxy Wealth Advisors LLC does Proxy Financial Corp own?

Form ADV reports a beneficial ownership band of Over 75%.

Proxy Wealth Advisors LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2022