LP Profile

Proxy Wealth Advisors

Also known as proxy wealth

Wealth ManagerAventura, United StatesFounded 2018
$83M
Assets Under Management
Aventura
Headquarters
Investment Focus

About Proxy Wealth Advisors

Proxy Wealth Advisors is a wealth manager based in Aventura, US. Founded in 2018.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Proxy Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$83.3M
Total Clients
614
Filing Date
April 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Proxy Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Proxy Wealth Advisors?

Proxy Wealth Advisors is a wealth manager based in Aventura, United States, managing approximately $83M in assets.

Where is Proxy Wealth Advisors headquartered?

Proxy Wealth Advisors is headquartered in Aventura, United States.

How much does Proxy Wealth Advisors manage?

Proxy Wealth Advisors manages approximately $83M in assets under management.

When was Proxy Wealth Advisors founded?

Proxy Wealth Advisors was founded in 2018.

How can I contact Proxy Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Proxy Wealth Advisors are available on LPbacked. Create a free account to access them.