PROFICIENT WEALTH COUNSELORS, LLC
CRD #152640 SEC #801-124894 NORWOOD, MA 781-278-9488
SEC Registered
Total AUM
$129.7M
Discretionary
$129.7M
Employees
1
Clients
10
Accounts
557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $129.7M | $129.7M | $0 | 1 | 8 |
| May 2024 | $106.2M | $106.2M | $0 | 1 | 8 |
| Mar 2024 | $106.2M | $106.2M | $0 | 1 | 8 |
| Sep 2023 | $93.9M | $93.9M | $0 | 1 | 0 |
| Mar 2023 | $93.9M | $93.9M | $0 | 1 | 0 |
| Mar 2022 | $106.3M | $106.3M | $0 | 1 | 0 |
| Jun 2012 | $33.9M | $5.1M | $28.8M | 1 | 128 |
| May 2012 | $33.9M | $5.1M | $28.8M | 1 | 128 |
| May 2012 | $33.9M | $5.1M | $28.8M | 1 | 128 |
| Apr 2012 | $33.9M | $5.1M | $28.8M | 1 | 128 |
| Mar 2012 | $33.9M | $5.1M | $28.8M | 1 | 128 |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees1
Clients8
DateMay 2024
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees1
Clients8
DateMar 2024
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees1
Clients8
DateSep 2023
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees1
Clients0
DateJun 2012
Total AUM$33.9M
Discretionary$5.1M
Non-Disc.$28.8M
Employees1
Clients128
DateMay 2012
Total AUM$33.9M
Discretionary$5.1M
Non-Disc.$28.8M
Employees1
Clients128
DateMay 2012
Total AUM$33.9M
Discretionary$5.1M
Non-Disc.$28.8M
Employees1
Clients128
DateApr 2012
Total AUM$33.9M
Discretionary$5.1M
Non-Disc.$28.8M
Employees1
Clients128
DateMar 2012
Total AUM$33.9M
Discretionary$5.1M
Non-Disc.$28.8M
Employees1
Clients128
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--