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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| DERSO, CYNTHIA, MARSHALL | I | PARTNER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SELIGMAN, CRAIG, RYAN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (8)
CA FL GA LA MD NC TN TX
Address
533 JOHNSON FERRY ROAD BLDG. CSUITE 100
MARIETTA, GA 30068
United States
Phone: 770-971-4142