This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0

Regulatory AUM

$316MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$316M

Private client RAUM

$305MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$63.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,200

Individual clients

324

High net worth clients

105

Custody, client assets

$21.1M

SEC number

801-123491

CRD

318872

Filings on the tape

17

First filed

Feb 17, 2022

Latest filed

Jul 9, 2026

Organised

Limited Liability Company, GA

• Occurred

  Aug 16, 2023
  Advisor changed firm

  Gregory Francis Patton left Proactive Wealth Strategies, Llc for Ifg Advisory, Llc (registered 2023-08-21)

  Form ADVobserved 6 days ago
• Occurred

  Feb 17, 2022
  First Form ADV filing

  Proactive Wealth Solutions Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d045760-700c-387a-0a36-c5d25caad8f6

First observed

Feb 17, 2022

Last observed

Jul 9, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.