Proxy Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Windermere, FL. Its latest Form ADV filing, dated April 9, 2026, reports $83M in regulatory assets under management, 25 employees, 2 offices, and 614 accounts.
Assets Under Management
$83M
Employees
25
Offices
2 offices
Total Clients
614
Primary office
WINDERMERE, FL
9100 CONROY WINDERMERE RD., SUITE 217, WINDERMERE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.9% of total clients.
Top client categories% of clientsClients
1
Individuals
96.9%
595
2
HNWI
1.6%
10
3
Pension Plans
1.5%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$83Mas of April 9, 2026
Discretionary100.0%
$83M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$83M
Total Accounts614
10Y AUM Change$-33M (-28.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee25:1
10Y Employee Change+19 (+316.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.