# PROACTIVE WEALTH STRATEGIES, LLC

PROACTIVE WEALTH STRATEGIES, LLC of MARIETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 318872
- Type: SEC-registered investment adviser
- SEC file number: 801-123491
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Lauren Gail Gretchen | CHIEF COMPLIANCE OFFICER | — |
| Craig Ryan Seligman | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| SELIGMAN CRAIG RYAN | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| DERSO CYNTHIA MARSHALL | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318872/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318872/similar
- Related entities: https://search.stillhousedata.com/firm/318872/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318872

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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.