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Proactive Planning Wealth Advisory

Proactive Planning Wealth Advisory. CRD 330272

Proactive Planning Wealth Advisory logo

CRD: 330272

Proactive Planning Wealth Advisory

Overland Park, KS, 66204
9135681441
myproactiveplan.com
$35.8M Total AUM
$34.1M Disc. AUM
-- 3Y CAGR
1 Employees
187 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist · Truist Bank
Clients
Retail and Institutional
Platforms
FoundationMatrix atlas +more
Established Date
04-24-2024
Office Locations
1

Office Locations

7221 West 79th Street Suite 5 Overland Park KS

About Proactive Planning Wealth Advisory

Proactive Planning Wealth Advisory is a Kansas-registered RIA with a family office-style wealth management approach, pairing financial planning and investment management with retirement, tax-mitigation, insurance and debt-reduction guidance. The firm coordinates with clients’ CPAs and estate attorneys and acts as a fiduciary. Plans are tracked via tools like RightCapital, with custody available through Altruist; portfolios commonly use ETFs and mutual funds.

Team overview

37 AVG AGE
$35.8M AVG AUM / ADVISOR
$191.5K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Vector Legacy Unison

Client Personas

Vector summit

Custodian

Crest Element Zenith Pathway peak

Investment Themes

Pathway atlas Meridian legacy

Investment Vehicles

Vertex

Services

Beacon vector Atlas oak Vital harbor North summit

Technology

Glacier pioneer Capital Foundation pathway

Owner & Executives

MICHAEL KENRICK SHEERIN

MICHAEL KENRICK SHEERIN

Advisor, Chief Compliance Officer, MANAGING PRINCIPAL

CRD
#5298801
Ownership
75% or more
(411) 715-6205
insight.pathway@atlascapital.com
in linkedin.com/in/matrix-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $34,082,814 --
Non-Discretionary $1,725,584 --
Total $35,808,398 --

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Separately Managed Accounts

Total SMA Asset: $35,808,398

$35.8M Total SMA
Equity - Exchange:
39.4%
Cash:
21.3%
Equity - OTC:
23.5%
Corporate - Investment Grade:
15.8%
Asset class Assets Assets %
Equity - Exchange $3,362,652,556 39.4%
Cash $1,817,880,696 21.3%
Equity - OTC $2,005,643,022 23.5%
Corporate - Investment Grade $1,348,474,883 15.8%
Total $8,534,651,157 100.0%

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