Proper Wealth
Proper Wealth is an SEC-registered mass-market adviser in Tallahassee, FL with $131.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Proper Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336499, SEC 801-132980, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $131.8M (2026-04-15)
- Firm type
- Mass-Market Adviser
- Location
- Tallahassee, FL
- Employees
- 7
- Clients
- 496
- CRD
- 336499
- Ownership
- CHASON, NICHOLAS
How much AUM does Proper Wealth have?
Proper Wealth reported $131.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Proper Wealth?
Disclosed owners and executives of Proper Wealth include CHASON, NICHOLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.