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PROXY WEALTH ADVISORS LLC
CRD 298080 · SEC 801-128321
9100 CONROY WINDERMERE RD., SUITE 217, WINDERMERE, FL, 34786, United States
Phone
646-289-5075
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$83.3M
Discretionary AUM
$83.3M
Team
25 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 595 | $50.9M |
| High net worth individuals | 10 | $23.1M |
| Pension/profit sharing plans | 9 | $9.3M |
States served
AZ, CA, IN, LA, MA, MS, NV, NJ, NY, NC, OH, OK, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD