← Tributary

PROPER WEALTH

TALLAHASSEE, FL · CRD 336499 · IAPD ↗ · (850) 972-9725

$131.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — PROPER WEALTH reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
December 2025 — PROPER WEALTH notice-filed in GA, NC, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — PW ADVISORS is now doing business as PROPER WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
August 2025 — PROPER WEALTH began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
July 2025 — PW ADVISORS (TALLAHASSEE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.