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PROEM ADVISORS LLC

DALLAS, TX · CRD 300404 · IAPD ↗ · proemasset.com · 214-706-9344

$474.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — PROEM ADVISORS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — PROEM ADVISORS LLC reported RAUM up 83% ($259.2M -> $474.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
February 2025 — PROEM ADVISORS LLC (DALLAS, TX) is newly SEC-registered with $259.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.