Key facts
- PROXY WEALTH ADVISORS LLC is a other based in WINDERMERE, FL.
- PROXY WEALTH ADVISORS LLC reports $28.4M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 298080- Regulatory AUM
- $28.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 25
- Registered office
- WINDERMERE, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for PROXY WEALTH ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PROXY WEALTH ADVISORS LLC's AUM?
- PROXY WEALTH ADVISORS LLC manages approximately $28.4M in assets.