Proper Wealth
13yrs
13 years in the industry
Proper Wealth
Tallahassee, FL. Legal name: PW Advisors, LLC
About the firm
A registered investment advisory firm based in Tallahassee, Florida. It manages about $132 million for roughly 485 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$261,997
Assets under management ?$132 million
Individual clients485
Median years of experience7
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Advisors at Proper Wealth
4Advisors
7Median years of experience
1States with offices
–Offices
Also known as
PW Advisors, LLC · PW Advisors
About Proper Wealth
How do I contact Proper Wealth?
Call the main office at (850) 972-9725. The main office is at 3233 Thomasville Road, Tallahassee, FL 32308.
How is Proper Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Proper Wealth offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions.
How many advisors work at Proper Wealth?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.