SEC Form ADV

PROACTIVE WEALTH STRATEGIES, LLC

Firm profile: Proactive Wealth Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserGA

$315.8M

Assets Under Management

1,200

Total Clients

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Registration Details

Accession: CRD-318872
Location: MARIETTA, GA
Filing Date: February 18, 2026
AUM: $315.8M
Total Clients: 1,200
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

PROACTIVE WEALTH STRATEGIES, LLC is a registered investment adviser headquartered in MARIETTA, GA, managing approximately $315.8M in assets across 1,200 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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