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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2025
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| POTTER, ARTHUR, WAYNE | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| ZVIAGIN, OLEG | I | CCO | NA | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
| PROXY FINANCIAL CORP | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| Caulkins, Bryan | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
| DAVIDSON, CHRISTOPHER, JAMES | I | PROXY FINANCIAL CORP | D | Control |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (10)
AZ CA FL IN LA NC NH NJ NY TX
Address
9100 CONROY WINDERMERE RD.SUITE 217
WINDERMERE, FL 34786
United States
Phone: 646-289-5075