SEC Form ADV

PROXY WEALTH ADVISORS LLC

Registered Investment AdviserFL
$83.3M
Assets Under Management
614
Total Clients
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Registration Details

Accession
CRD-298080
Location
WINDERMERE, FL
Filing Date
April 9, 2026
AUM
$83.3M
Total Clients
614
Amendment
No

About this Adviser

PROXY WEALTH ADVISORS LLC is a registered investment adviser headquartered in WINDERMERE, FL, managing approximately $83.3M in assets across 614 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.