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- Custodian
- Bofa Securities · Fidelity/NFS · JP Morgan · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2014
- Office Locations
- 2
Office Locations
About Proficio Capital Partners LLC
Proficio Capital Partners is an investment advisor and family office focused on wealth preservation and after-tax, after-fee, risk-adjusted returns. The team builds bespoke, actively allocated portfolios across diversified asset classes using a mix of internally managed and external vehicles, alongside integrated planning for tax, estate/wealth transfer, philanthropy, risk management, and family governance. Proficio invests alongside its family investors 100% of the time on the same terms.
Reported data analysis
What the numbers show
Between August 27, 2025 and April 27, 2026, reported AUM increased 32.4%, from $4.0B to $5.3B.
Across 5 reported observations, AUM increased 84.4% between May 16, 2022 and April 27, 2026, from $2.9B to $5.3B.
Of the latest reported AUM, 93.0% is discretionary and 7.0% is non-discretionary.
The firm reports 11 advisory representatives and 155 clients, or 14.1 clients per representative. That equates to $34.0M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Proficio Capital Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW HARRISON WOSK
Founder, Partner and Chief Executive Officer, Managing Member, Partner
- CRD
- --
- Ownership
- 75% or more
ROBERT J HABER
Chief Investment Officer, Founder, Partner and Chief Investment Officer, Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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Lauren Maughan Denklau
Partner
- CRD
- --
TAYLOR LYNN KALE
--
- CRD
- #7197992
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,896,282,795 | $4,828,681 |
| Non-Discretionary | $369,787,470 | $895,369 |
| Total | $5,266,070,265 | $3,690,309 |
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Separately Managed Accounts
SMA allocation detail is available
Proficio Capital Partners LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Proficio Capital Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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