CRD: 152640
Proficient Wealth Counselors, LLC
$146.9M Total AUM
$146.9M Disc. AUM
-- 3Y CAGR
1 Employees
199 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-2011
- Office Locations
- 1
Office Locations
77 Access Road Suite 6 Norwood MA
About Proficient Wealth Counselors, LLC
Proficient Wealth Counselors, LLC is an independent advisory firm based in Norwood, MA serving families nationwide. The firm provides comprehensive financial planning beyond investments and insurance, including retirement income coordination, estate planning, and ongoing plan monitoring. Investment guidance focuses on wealth accumulation and preservation; Charles Schwab & Co. is a primary custodian.
Team overview
-- AVG AGE
$146.9M AVG AUM / ADVISOR
$738.1K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
GERALD LOFTIN
Chief Compliance Officer, Managing Member
- CRD
- #2514109
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,889,279 | $239,233 |
| Non-Discretionary | $0 | -- |
| Total | $146,889,279 | $239,233 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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