Key facts
- PROPER WEALTH is a other based in TALLAHASSEE, FL.
- PROPER WEALTH reports $280K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 336499- Regulatory AUM
- $280K
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- TALLAHASSEE, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PW ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PROPER WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PROPER WEALTH's AUM?
- PROPER WEALTH manages approximately $280K in assets.