Proactive Wealth Management, Inc.

Proactive Wealth Management, Inc. (CRD# 301232) is a financial advisory firm headquartered in Draper, UT. They manage $7,679,506 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12525 S Fort Street, Draper, UT 84020
http://www.pwmut.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $101,046
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Proactive Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Cody Lewis, financial advisor Draper UT
Cody J. Lewis
CRD#: 2936963
12525 S Fort Street, Draper, UT 84020

Cody Lewis (CRD# 2936963) is an Investment Advisor Representative working at Proactive Wealth Management, Inc. in Draper, UT and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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