PROXY WEALTH ADVISORS LLC

AVENTURA, Florida·4 registered advisors·CRD# 298080
SEC# 801-1283219646-289-5075
01

Firm Overview

AUM
$133M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROXY WEALTH ADVISORS LLC

4 registered advisors
Arthur Wayne Potter
AVENTURA, Florida
Bryan Caulkins
AVENTURA, Florida
Christopher James Davidson
AVENTURA, Florida
Oleg Zviagin
AVENTURA, Florida
05

Office Locations

AVENTURA, Florida
4 advisors

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Data sourced from SEC Form ADV filings. PROXY WEALTH ADVISORS LLC (CRD# 298080) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.