TALLAHASSEE, FLCRD 336499Latest ADV April 15, 2026
Proper Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tallahassee, FL. Its latest Form ADV filing, dated April 15, 2026, reports $132M in regulatory assets under management, 7 employees, and 500 accounts.
Assets Under Management
$132M
Employees
7
Offices
--
Total Clients
496
Primary office
TALLAHASSEE, FL
3233 THOMASVILLE ROAD, TALLAHASSEE, FL, 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 52.6% of total clients.
Top client categories% of clientsClients
1
Individuals
52.6%
261
2
HNWI
45.2%
224
3
Charitable
2.2%
11
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of April 15, 2026
Discretionary100.0%
$132M
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$132M
Total Accounts500
10Y AUM Change+$132M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee71:1
10Y Employee Change-1 (-12.5%)
* 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.