PROACTIVE WEALTH STRATEGIES, LLC
CRD #318872 SEC #801-123491 MARIETTA, GA 770-971-4142
SEC Registered
Total AUM
$253.5M
Discretionary
$253.5M
Employees
5
Clients
10
Accounts
381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $253.5M | $253.5M | $0 | 5 | 0 |
| Jun 2024 | $224M | $224M | $0 | 5 | 0 |
| Feb 2024 | $224M | $224M | $0 | 5 | 0 |
| Oct 2023 | $179.8M | $179.8M | $0 | 5 | 0 |
| Aug 2023 | $179.8M | $179.8M | $0 | 5 | 0 |
| Aug 2023 | $179.8M | $179.8M | $0 | 5 | 0 |
| Jul 2023 | $179.8M | $179.8M | $0 | 5 | 0 |
| Jun 2023 | $179.8M | $179.8M | $0 | 5 | 0 |
| Feb 2023 | $179.8M | $179.8M | $0 | 5 | 0 |
| Nov 2022 | $166.9M | $166.9M | $0 | 6 | 0 |
| Aug 2022 | $166.9M | $166.9M | $0 | 6 | 0 |
| Jun 2022 | $166.9M | $166.9M | $0 | 6 | 0 |
| Feb 2022 | $0 | $0 | $0 | 6 | 0 |
DateFeb 2025
Total AUM$253.5M
Discretionary$253.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$179.8M
Discretionary$179.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$179.8M
Discretionary$179.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$179.8M
Discretionary$179.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$179.8M
Discretionary$179.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$179.8M
Discretionary$179.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$179.8M
Discretionary$179.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0