P
CRD: 336499
Proper Wealth
Tallahassee, FL, 32308
8509729725
$131.8M Total AUM
$131.8M Disc. AUM
-- 3Y CAGR
7 Employees
496 ADV. Clients
1 yrs Firm Age
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- Custodian
- LPL Financial ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2025
- Office Locations
- 2
Office Locations
3233 Thomasville Road Tallahassee FL
-- Pinellas Park FL
About Proper Wealth
Proper Wealth is a Tallahassee-based RIA with 2 offices. The firm has been operating for 1 years. Managing $131.8M in total assets under management, with 4 advisory representatives. They custody assets with LPL Financial and Raymond James. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$33.0M AVG AUM / ADVISOR
$265.8K AVG AUM / CLIENT
0.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Alpha Glacier vector
Client Personas
North Optima
Investment Themes
Eagle vital Optima radial
Investment Vehicles
Value
Platform
Signal Beacon ridge
Services
Pathway Crest Fusion eagle Fusion vital Ember Delta capital
Owner & Executives
NICHOLAS CHARLES CHASON
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #6183474
- Ownership
- 75% or more
(936) 253-2966
catalyst.zenith@signalcapital.com
in linkedin.com/in/focus-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
A
Austin Langston
--
- CRD
- #7517690
(318) 461-5038
atlas.horizon@oakcapital.com
in linkedin.com/in/capital-catalyst
P
Paul Andrew Martin
--
- CRD
- #6750145
(326) 751-2377
horizon.prime@pioneercapital.com
in linkedin.com/in/element-ember
F
Frontier horizon
Eagle vertex ridge
- CRD
- #60417
(876) 890-4958
eagle.vertex@beaconcapital.com
in linkedin.com/in/oak-fusion
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,822,610 | $263,645 |
| Non-Discretionary | $0 | -- |
| Total | $131,822,610 | $263,645 |
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Separately Managed Accounts
Total SMA Asset: $131,822,610
Public Funds:
53.7% Cash:
34.5% Equity - Exchange:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,523,873,390 | 53.7% |
| Cash | $2,263,941,005 | 34.5% |
| Equity - Exchange | $774,333,445 | 11.8% |
| Total | $6,562,147,840 | 100.0% |