MARIETTA, GACRD 318872Latest ADV February 18, 2026
Proactive Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated February 18, 2026, reports $316M in regulatory assets under management, 4 employees, and 1,200 accounts.
Assets Under Management
$316M
Employees
4
Offices
--
Total Clients
442
Primary office
MARIETTA, GA
533 JOHNSON FERRY ROAD BLDG. C, SUITE 100, MARIETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
324
2
HNWI
23.8%
105
3
Corporations
2.7%
12
4
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of February 18, 2026
Discretionary100.0%
$316M
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$316M
Total Accounts1,200
10Y AUM Change+$316M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee111:1
10Y Employee Change-2 (-33.3%)
* 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.