Proper Wealth

Investment Management • Tallahassee, Florida, United States • 1-10 Employees

Company overview

Headquarters	3233 Thomasville Rd, Tallahassee, Florida 32308, US
Phone number	+18136376340
Website	pwadvisors.com
NAICS	5231
Keywords	Wealth Management, Retirement Planning, Tax Strategies, Fee-Based Financial Planning
Founded	2020
Employees	1-10
Socials

Key Contact at Proper Wealth

Nick Chason

Financial Advisor | Co-Founder

Proper Wealth Email Formats

Proper Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@pwadvisors.com), used 80% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@pwadvisors.com	80%
{first initial}{last name}	jdoe@pwadvisors.com	20%

About Proper Wealth

An innovative approach to financial planning and private wealth management. Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities. Fiduciary Standard of Care - As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first. Independent Wealth Management – The freedom to create tailored investment portfolios that are fee-based. Disclosures and licensing: https://www.pwadvisors.com

Proper Wealth revenue & valuation

Annual revenue	$10,100,000
Revenue per employee	$1,682,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$32,300,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Intern

Employees by Department

Proper Wealth has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Proper Wealth has never raised funding before.

Frequently asked questions

Proper Wealth is located in Tallahassee, Florida, US.

You can reach Proper Wealth at +18136376340.

Proper Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Proper Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Proper Wealth

Nick Chason

Financial Advisor | Co-Founder

4.8

40,000 users