PW ADVISORS, LLC
Legal name: PROPER WEALTH
CRD #336499 SEC #801-132980 TALLAHASSEE, FL (850) 972-9725
SEC Registered
Total AUM
$131.3M
Discretionary
$131.3M
Employees
8
Clients
0
Accounts
506
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $131.3M | $131.3M | $0 | 8 | 0 |
| Oct 2025 | $131.3M | $131.3M | $0 | 7 | 0 |
| Jul 2025 | $0 | $0 | $0 | 7 | 0 |
| Jul 2025 | $0 | $0 | $0 | 7 | 0 |
| May 2025 | $0 | $0 | $0 | 8 | 0 |
DateNov 2025
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2025
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0