PROXY WEALTH ADVISORS LLC of WINDERMERE, FL is an SEC-registered investment adviser (CRD 298080). Regulatory assets under management: $83.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Bryan Caulkins | OWNER | — |
| Christopher James Davidson | OWNER | — |
| Carlos Javier Gonzalez | CHIEF COMPLIANCE OFFICER | — |
| Arthur Wayne Potter | CCO | — |
| DAVIDSON MICHAEL JAMES | OWNER | — |
| Caulkins Bryan | OWNER | — |
| ZVIAGIN OLEG | CCO | — |
| POTTER ARTHUR WAYNE | CCO | — |