# PROFICIENT WEALTH COUNSELORS, LLC

PROFICIENT WEALTH COUNSELORS, LLC of NORWOOD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 152640
- Type: SEC-registered investment adviser
- SEC file number: 801-124894
- Location: 77 ACCESS ROAD, SUITE 6, NORWOOD, MA, 02062
- Phone: 781-278-9488
- Latest filing: 2026-03-23
- Regulatory AUM: $146.9M
- Discretionary AUM: $146.9M
- Clients: 1
- Accounts: 614

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Gerald Loftin | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LOFTIN GERALD | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152640/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152640/similar
- Related entities: https://search.stillhousedata.com/firm/152640/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152640

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.