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PROACTIVE WEALTH STRATEGIES, LLC

MARIETTA, GA · CRD 318872 · IAPD ↗ · 770-971-4142

$315.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — PROACTIVE WEALTH STRATEGIES, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
February 2024 — PROACTIVE WEALTH STRATEGIES, LLC notice-filed in CA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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