Proactive Wealth Strategies, LLC
● SEC registered since 2022CRD 318872SEC# 801-123491Marietta, GA
Reg. AUM
$315.8M
Employees
4
Accounts
1,200
Location
Marietta, GA
Proactive Wealth Strategies, LLC assets under management
Proactive Wealth Strategies, LLC is an SEC-registered investment adviser based in Marietta, GA. The firm has been registered since 2022. It reports $315.8 million in regulatory assets under management and employs 4 people.
Proactive Wealth Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Ryan Seligman Control | Partner | Over 75% | 2005 |
| Lauren Gail Gretchen | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Proactive Wealth Strategies, LLC manage?
Proactive Wealth Strategies, LLC reports $315.8 million in regulatory assets under management on its Form ADV.
How many employees does Proactive Wealth Strategies, LLC have?
Proactive Wealth Strategies, LLC reports 4 employees.
Where is Proactive Wealth Strategies, LLC located?
Proactive Wealth Strategies, LLC is based in Marietta, GA and has been SEC-registered since 2022.
Does Proactive Wealth Strategies, LLC disclose fund performance?
Proactive Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 533 Johnson Ferry Road Bldg. C, Suite 100, Marietta, GA 30068 |
| Phone | 770-971-4142 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$315.8M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$315.8Mregulatory AUM
Discretionary $315.8M