PROPRIETOR WEALTH MANAGEMENT INC.

PROPRIETOR WEALTH MANAGEMENT INC. of LARKSPUR, CA is an SEC-registered investment adviser (CRD 283137). Regulatory assets under management: $84.2M.

Registration

• CRD: 283137
• Type: Registered investment adviser
• Location: 700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA, 94939
• Phone: 415-569-7909
• Latest filing: 2026-01-08
• Regulatory AUM: $84.2M
• Discretionary AUM: $84.2M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283137 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search