PROACTIVE WEALTH STRATEGIES, LLC

PROACTIVE WEALTH STRATEGIES, LLC of MARIETTA, GA is an SEC-registered investment adviser (CRD 318872). Regulatory assets under management: $315.8M.

Registration

• CRD: 318872
• SEC file number: 801-123491
• Type: Registered investment adviser
• Location: 533 JOHNSON FERRY ROAD BLDG. C, SUITE 100, MARIETTA, GA, 30068
• Phone: 770-971-4142
• Latest filing: 2026-07-09
• Regulatory AUM: $315.8M
• Discretionary AUM: $315.8M
• Clients: 4
• Accounts: 1,200

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318872 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search