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PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640 · SEC 801-124894
77 ACCESS ROAD, SUITE 6, NORWOOD, MA, 02062, United States
Phone
781-278-9488
Fax
781-278-9489
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.9M
Discretionary AUM
$146.9M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $61.0M |
| High net worth individuals | 59 | $75.0M |
| Pension/profit sharing plans | 7 | $10.9M |
States served
LA, MD, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD