Proper Wealth Management, LLC
Proper Wealth Management, LLC (CRD# 174700) is a financial advisory firm headquartered in Austin, TX. They manage $50,620,611 in 148 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$342,031
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jared Toren (CRD# 5136913) is an Investment Advisor Representative working at Proper Wealth Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.