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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 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 |
|---|---|---|---|---|
| CHASON, NICHOLAS | I | MANAGER / CCO | E | Control |
| CHASON, NICHOLAS | I | MANAGER / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER | E | Control |
| CHASON, NICHOLAS | I | MANAGER / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER | E | Control |
| CHASON, NICHOLAS | I | MANAGER / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER | E | Control |
| CHASON, NICHOLAS | I | MANAGER / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER | E | Control |
| CHASON, NICHOLAS | I | MANAGER / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (5)
FL GA NC TN TX
Address
3233 THOMASVILLE ROADTALLAHASSEE, FL 32308
United States
Phone: (850) 972-9725