Proxy Wealth Advisors LLC
● SEC registered since 2023CRD 298080SEC# 801-128321Windermere, FL
Reg. AUM
$83.3M
Employees
25
Accounts
614
Location
Windermere, FL
Proxy Wealth Advisors LLC assets under management
Proxy Wealth Advisors LLC is an SEC-registered investment adviser based in Windermere, FL. The firm has been registered since 2023. It reports $83.3 million in regulatory assets under management and employs 25 people.
Proxy Wealth Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlos Javier Gonzalez | Chief Compliance Officer | Under 5% | 2025 |
| Proxy Financial Corp Control | Owner | Over 75% | 2022 |
| Bryan Caulkins Control | Owner | 50-75% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Proxy Wealth Advisors LLC manage?
Proxy Wealth Advisors LLC reports $83.3 million in regulatory assets under management on its Form ADV.
How many employees does Proxy Wealth Advisors LLC have?
Proxy Wealth Advisors LLC reports 25 employees.
Where is Proxy Wealth Advisors LLC located?
Proxy Wealth Advisors LLC is based in Windermere, FL and has been SEC-registered since 2023.
Does Proxy Wealth Advisors LLC disclose fund performance?
Proxy Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9100 Conroy Windermere Rd., Suite 217, Windermere, FL 34786 |
| Phone | 646-289-5075 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$83.3M▼ 37%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$83.3Mregulatory AUM
Discretionary $83.3M