Proficient Wealth Counselors, LLC
Proficient Wealth Counselors, LLC is an SEC-registered mass-market adviser in Norwood, MA with $146.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Proficient Wealth Counselors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152640, SEC 801-124894, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $146.9M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Norwood, MA
- Employees
- 1
- Clients
- 189
- CRD
- 152640
- Ownership
- LOFTIN, GERALD
How much AUM does Proficient Wealth Counselors, LLC have?
Proficient Wealth Counselors, LLC reported $146.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Proficient Wealth Counselors, LLC?
Disclosed owners and executives of Proficient Wealth Counselors, LLC include LOFTIN, GERALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.