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PROPRIETOR WEALTH MANAGEMENT INC.
CRD 283137
700 LARKSPUR LANDING CIRCLE, SUITE 199, LARKSPUR, CA, 94939, United States
Phone
415-569-7909
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$84.2M
Discretionary AUM
$84.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.7M |
| High net worth individuals | 17 | $82.5M |
All web addresses on file
Official SEC filing: View on IAPD