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PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872 · SEC 801-123491
533 JOHNSON FERRY ROAD BLDG. C, SUITE 100, MARIETTA, GA, 30068, United States
Phone
770-971-4142
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$315.8M
Discretionary AUM
$315.8M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 324 | $101.3M |
| High net worth individuals | 105 | $204.2M |
| Pension/profit sharing plans | 1 | $174K |
| Corporations/business entities | 12 | $10.2M |
States served
CA, GA, LA, MD, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD