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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-13-2018
- Office Locations
- 7
Office Locations
About Proxy Wealth Advisors LLC
Proxy Wealth (Proxy Financial) provides fiduciary wealth management and financial planning for investors and institutions, including domestic and international portfolios. Through its hybrid RIA model, advisors combine planning with broker-dealer access to select products, alongside Proxy Capital Partners’ private investment architecture and monitoring. The firm also runs an insurance general agency and offers family health insurance solutions; custody includes Charles Schwab.
Team overview
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Client Personas
Investment Themes
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Owner & Executives
CARLOS JAVIER GONZALEZ
Chief Compliance Officer
- CRD
- #4294205
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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TULIO BARBOSA RIBEIRO
Financial Advisor
- CRD
- #6360250
Bryan Caulkins
Financial Advisor, General Partner
- CRD
- #6489532
Vertex horizon
Eagle atlas signal
- CRD
- #28362
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,253,573 | $135,592 |
| Non-Discretionary | $0 | -- |
| Total | $83,253,573 | $135,592 |
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Separately Managed Accounts
Total SMA Asset: $83,253,573
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,283,798,246 | 28.6% |
| Cash | $2,499,401,577 | 31.3% |
| Corporate - Investment Grade | $1,117,943,197 | 14.0% |
| U.S. Government/Agency | $2,084,165,532 | 26.1% |
| Total | $7,985,308,552 | 100.0% |