$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2019
- Office Locations
- 1
Office Locations
12525 S Fort Street Draper UT
About Proactive Wealth Management, Inc.
Proactive Wealth Management is an independent, fee-only fiduciary RIA providing integrated financial planning and investment management for individuals and families (including retirees, entrepreneurs, and business owners). Portfolios are primarily ETF-based with some corporate bond and cash allocations, custodied at Schwab. Planning is delivered through its proprietary Money Code framework.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$198.7K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CODY JAMES LEWIS
Chief Compliance Officer, President, PRIVATE WEALTH ADVISOR
- CRD
- #2936963
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,337,589 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,337,589 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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