Proficient Wealth Counselors, LLC
● SEC registered since 2022CRD 152640SEC# 801-124894Norwood, MA
Reg. AUM
$146.9M
Employees
1
Accounts
614
Location
Norwood, MA
Proficient Wealth Counselors, LLC assets under management
Proficient Wealth Counselors, LLC is an SEC-registered investment adviser based in Norwood, MA. The firm has been registered since 2022. It reports $146.9 million in regulatory assets under management and employs 1 people.
Proficient Wealth Counselors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerald Loftin Control | Managing Member And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Proficient Wealth Counselors, LLC manage?
Proficient Wealth Counselors, LLC reports $146.9 million in regulatory assets under management on its Form ADV.
How many employees does Proficient Wealth Counselors, LLC have?
Proficient Wealth Counselors, LLC reports 1 employees.
Where is Proficient Wealth Counselors, LLC located?
Proficient Wealth Counselors, LLC is based in Norwood, MA and has been SEC-registered since 2022.
Does Proficient Wealth Counselors, LLC disclose fund performance?
Proficient Wealth Counselors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 77 Access Road, Suite 6, Norwood, MA 02062 |
| Phone | 781-278-9488 |
| Fax | 781-278-9489 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$146.9Mregulatory AUM
Discretionary $146.9M