PROACTIVE WEALTH MANAGEMENT, INC.

PROACTIVE WEALTH MANAGEMENT, INC. of DRAPER, UT is an SEC-registered investment adviser (CRD 301232). Regulatory assets under management: $9.3M.

Registration

• CRD: 301232
• Type: Registered investment adviser
• Location: 12525 S FORT STREET, DRAPER, UT, 84020
• Phone: (801) 826-3985
• Latest filing: 2026-03-30
• Regulatory AUM: $9.3M
• Discretionary AUM: $9.3M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301232 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search