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Proactive Wealth Strategies, LLC

Proactive Wealth Strategies, LLC. CRD 318872

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CRD: 318872

Proactive Wealth Strategies, LLC

Marietta, GA, 30068
7709714142
www.pwsatlanta.com
$315.8M Total AUM
$315.8M Disc. AUM
21.7% 3Y CAGR
4 Employees
442 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Element optima
Established Date
03-22-2022
Office Locations
2

Office Locations

533 Johnson Ferry Road Bldg. C Suite 100 Marietta GA
-- Boca Raton FL

About Proactive Wealth Strategies, LLC

Proactive Wealth Strategies, LLC is a Marietta, GA wealth management firm focused on making financial decisions simple through a transparent, step-by-step planning process. The team works with individuals and business owners on comprehensive financial planning, retirement planning, tax and estate coordination, and insurance/risk management, implementing asset allocation and portfolio construction primarily using ETFs alongside fixed income and select alternatives. Custody through LPL Financial.

Team overview

54 AVG AGE
$79.0M AVG AUM / ADVISOR
$714.6K AVG AUM / CLIENT
2.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Eagle atlas Alpha unison Harbor frontier Harbor Optima horizon Zenith Glacier delta Ember

Client Personas

Prime signal

Custodian

Quantum Optima atlas Alpha

Investment Themes

Pioneer Ridge Optima Glacier Zenith

Investment Vehicles

Glacier pioneer Zenith

Platform

Horizon

Services

Oak optima Beacon Delta Quantum Delta Vertex Signal vital Foundation Radial insight Fusion optima North horizon

Technology

Glacier matrix

Owner & Executives

CRAIG RYAN SELIGMAN

CRAIG RYAN SELIGMAN

Chief Compliance Officer, PARTNER

CRD
#2515820
Ownership
75% or more
(815) 394-4205
optima.insight@insightcapital.com
in linkedin.com/in/summit-pioneer
L

Lauren Gail Gretchen

Chief Compliance Officer

CRD
#2690894
Ownership
Less than 5%
(381) 541-6665
eagle.momentum@glaciercapital.com
in linkedin.com/in/prime-harbor

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Contacts

C

CYNTHIA MARSHALL DERSO

--

CRD
#4146436
(385) 424-4277
crest.horizon@fusioncapital.com
in linkedin.com/in/glacier-insight
CLINT MICHAEL FARABAUGH

CLINT MICHAEL FARABAUGH

Financial Advisor, General Partner

CRD
#5229815
(214) 933-5613
delta.vital@timbercapital.com
in linkedin.com/in/bridge-oak
V

Vector unison

Matrix frontier

CRD
#53195
(920) 479-4983
harbor.ridge@vitalcapital.com
in linkedin.com/in/unison-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-11-2022
10-25-2023
06-13-2024
02-18-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $315,838,988 $263,199
Non-Discretionary $0 --
Total $315,838,988 $263,199

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Separately Managed Accounts

Total SMA Asset: $315,838,988

$315.8M Total SMA
Equity - Exchange:
19.6%
Cash:
17.6%
U.S. Government/Agency:
12.4%
Corporate - Investment Grade:
18.9%
Corporate - Non-Investment Grade:
15.0%
Public Funds:
16.5%
Asset class Assets Assets %
Equity - Exchange $207,836,166 19.6%
Cash $186,628,394 17.6%
U.S. Government/Agency $131,488,187 12.4%
Corporate - Investment Grade $200,413,446 18.9%
Corporate - Non-Investment Grade $159,058,290 15.0%
Public Funds $174,964,118 16.5%
Total $1,060,388,601 100.0%

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