# PROXY WEALTH ADVISORS LLC

PROXY WEALTH ADVISORS LLC of WINDERMERE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 298080
- Type: SEC-registered investment adviser
- SEC file number: 801-128321
- Location: 9100 CONROY WINDERMERE RD., SUITE 217, WINDERMERE, FL, 34786
- Phone: 646-289-5075
- Latest filing: 2026-04-09
- Regulatory AUM: $83.3M
- Discretionary AUM: $83.3M
- Clients: 25
- Accounts: 614

## Business model

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

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298080/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298080/similar
- Related entities: https://search.stillhousedata.com/firm/298080/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298080

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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.