Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC is an SEC-registered mass-market adviser in Windermere, FL with $83.3M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Proxy Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298080, SEC 801-128321, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $83.3M (2026-04-09)
- Firm type
- Mass-Market Adviser
- Location
- Windermere, FL
- Employees
- 25
- Clients
- 614
- CRD
- 298080
- Ownership
- ZVIAGIN, OLEG; POTTER, ARTHUR, WAYNE; Caulkins, Bryan; DAVIDSON, CHRISTOPHER, JAMES; PROXY FINANCIAL CORP
How much AUM does Proxy Wealth Advisors LLC have?
Proxy Wealth Advisors LLC reported $83.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Proxy Wealth Advisors LLC?
Disclosed owners and executives of Proxy Wealth Advisors LLC include ZVIAGIN, OLEG, POTTER, ARTHUR, WAYNE, Caulkins, Bryan, DAVIDSON, CHRISTOPHER, JAMES, PROXY FINANCIAL CORP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.