Proper Wealth Management, LLC
Proper Wealth Management, LLC (CRD# 174700) is a financial advisory firm headquartered in Austin, TX. They manage $52,196,205 in 140 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Proper Wealth Management, LLC
By the Numbers
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Total Assets Under Management52MILLION
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Total Number of Accounts140ACCOUNTS
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Average Account Value$372,830
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Proper Wealth Management, LLC
No Advisor Found.
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