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- Custodian
- Assetmark · Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2024
- Office Locations
- 2
Office Locations
About Proper Money Management LLC
Proper Money Management LLC is an independent, fee-based fiduciary RIA providing comprehensive wealth management, including financial planning, investment management, estate/charitable planning support, and insurance planning (life, health, and Medicare). The firm works with individuals and families such as retirees and business owners, building portfolios with ETFs and mutual funds, with Charles Schwab client access/custody.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Patrio David Mckenzie
Chief Compliance Officer, Founder, President
- CRD
- #6062949
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael Bradley Buster
--
- CRD
- #8214570
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,720,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,720,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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