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Arthur Wayne Potter

PROXY WEALTH ADVISORS LLC·AVENTURA, Florida
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19505 BISCAYNE BLVD., AVENTURA, FL 33180CRD# 2116906Firm CRD# 298080
01

About

Arthur Wayne Potter is a registered financial advisor based in AVENTURA, Florida, affiliated with PROXY WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROXY WEALTH ADVISORS LLC
PROXY WEALTH ADVISORS LLC
AUM
$133M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PROXY WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2116906
Firm CRD# 298080
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Arthur Wayne Potter offer?
Arthur Wayne Potter specializes in Financial Planning, Investment Management. Contact their office in AVENTURA, Florida for a consultation.
What are Arthur Wayne Potter's credentials?
Arthur Wayne Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Wayne Potter located?
Arthur Wayne Potter is based in AVENTURA, Florida, working with PROXY WEALTH ADVISORS LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Arthur Wayne Potter charge for services?
Arthur Wayne Potter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROXY WEALTH ADVISORS LLC?
PROXY WEALTH ADVISORS LLC has approximately 13 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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