Proactive Wealth Strategies, LLC
Proactive Wealth Strategies, LLC is an SEC-registered mass-market adviser in Marietta, GA with $315.8M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Proactive Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318872, SEC 801-123491, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $315.8M (2026-06-01)
- Firm type
- Mass-Market Adviser
- Location
- Marietta, GA
- Employees
- 4
- Clients
- 442
- CRD
- 318872
- Ownership
- SELIGMAN, CRAIG, RYAN; DERSO, CYNTHIA, MARSHALL; Gretchen, Lauren, Gail
How much AUM does Proactive Wealth Strategies, LLC have?
Proactive Wealth Strategies, LLC reported $315.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Proactive Wealth Strategies, LLC?
Disclosed owners and executives of Proactive Wealth Strategies, LLC include SELIGMAN, CRAIG, RYAN, DERSO, CYNTHIA, MARSHALL, Gretchen, Lauren, Gail. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.