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PROACTIVE WEALTH MANAGEMENT, INC.
CRD 301232
12525 S FORT STREET, DRAPER, UT, 84020, United States
Phone
(801) 826-3985
Fax
801-665-1294
Registration
— (—)
Source
State registered
Total AUM
$9.3M
Discretionary AUM
$9.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $3.9M |
| High net worth individuals | 4 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD