← Back to searchVisit website
PROPER WEALTH
PW ADVISORS, LLC
CRD 336499 · SEC 801-132980
3233 THOMASVILLE ROAD, TALLAHASSEE, FL, 32308, United States
Phone
(850) 972-9725
Fax
(850) 739-7055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.8M
Discretionary AUM
$131.8M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $25.7M |
| High net worth individuals | 224 | $101.4M |
| Charitable organizations | 11 | $2.9M |
States served
GA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD