PROXY WEALTH ADVISORS LLC
CRD #298080 SEC #801-128321 WINDERMERE, FL 646-289-5075
SEC Registered
Total AUM
$90M
Discretionary
$90M
Employees
25
Clients
51
Accounts
700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $90M | $90M | $0 | 25 | 0 |
| Jul 2025 | $90M | $90M | $0 | 25 | 0 |
| Jun 2025 | $90M | $90M | $0 | 25 | 0 |
| Mar 2025 | $90M | $90M | $0 | 25 | 0 |
| Feb 2025 | $132.8M | $58.9M | $73.9M | 13 | 0 |
| Dec 2024 | $132.8M | $58.9M | $73.9M | 13 | 0 |
| Dec 2024 | $132.8M | $58.9M | $73.9M | 13 | 0 |
| Nov 2024 | $132.8M | $58.9M | $73.9M | 13 | 0 |
| Sep 2024 | $132.8M | $58.9M | $73.9M | 13 | 0 |
| Sep 2024 | $132.8M | $58.9M | $73.9M | 13 | 0 |
| Aug 2024 | $132.8M | $58.9M | $73.9M | 12 | 0 |
| Jul 2024 | $132.8M | $58.9M | $73.9M | 12 | 0 |
| Jul 2024 | $132.8M | $58.9M | $73.9M | 12 | 0 |
| Apr 2024 | $132.8M | $58.9M | $73.9M | 12 | 0 |
| Apr 2024 | $132.8M | $58.9M | $73.9M | 12 | 0 |
| Mar 2024 | $132.8M | $58.9M | $73.9M | 12 | 0 |
| Jan 2024 | $116.1M | $42.9M | $73.2M | 11 | 0 |
| Jan 2024 | $116.1M | $42.9M | $73.2M | 6 | 0 |
| Aug 2023 | $116.1M | $42.9M | $73.2M | 6 | 0 |
| Jul 2023 | $116.1M | $42.9M | $73.2M | 6 | 0 |
| Jul 2023 | $116.1M | $42.9M | $73.2M | 6 | 0 |
| Jun 2023 | $116.1M | $42.9M | $73.2M | 6 | 0 |
DateSep 2025
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees25
Clients0
DateJul 2025
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees25
Clients0
DateJun 2025
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees25
Clients0
DateFeb 2025
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees13
Clients0
DateDec 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees13
Clients0
DateDec 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees13
Clients0
DateNov 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees13
Clients0
DateSep 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees13
Clients0
DateSep 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees13
Clients0
DateAug 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees12
Clients0
DateJul 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees12
Clients0
DateJul 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees12
Clients0
DateApr 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees12
Clients0
DateApr 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees12
Clients0
DateMar 2024
Total AUM$132.8M
Discretionary$58.9M
Non-Disc.$73.9M
Employees12
Clients0
DateJan 2024
Total AUM$116.1M
Discretionary$42.9M
Non-Disc.$73.2M
Employees11
Clients0
DateJan 2024
Total AUM$116.1M
Discretionary$42.9M
Non-Disc.$73.2M
Employees6
Clients0
DateAug 2023
Total AUM$116.1M
Discretionary$42.9M
Non-Disc.$73.2M
Employees6
Clients0
DateJul 2023
Total AUM$116.1M
Discretionary$42.9M
Non-Disc.$73.2M
Employees6
Clients0
DateJul 2023
Total AUM$116.1M
Discretionary$42.9M
Non-Disc.$73.2M
Employees6
Clients0
DateJun 2023
Total AUM$116.1M
Discretionary$42.9M
Non-Disc.$73.2M
Employees6
Clients0