PROACTIVE WEALTH MANAGEMENT

PROACTIVE WEALTH MANAGEMENT of LEXINGTON, KY is an SEC-registered investment adviser (CRD 273028).

Registration

• CRD: 273028
• Type: Registered investment adviser
• Location: 176 PASADENA DR, LEXINGTON, KY, 40503
• Phone: 859-687-0324
• Latest filing: 2026-01-06
• Clients: 2

Business model

Compensation: Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 273028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search