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=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=3.0

Regulatory AUM

$132MItem 5.F on the latest filing (2026-07-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$132M

Private client RAUM

$127MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$33.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

500

Individual clients

261

High net worth clients

224

SEC number

801-132980

CRD

336499

Filings on the tape

6

First filed

May 12, 2025

Latest filed

Jul 28, 2026

Organised

Limited Liability Company, FL

• Occurred

  Jul 21, 2025
  Team lift-out

  2 advisors left MML Investors Services, LLC (Tallahassee, FL) for Proper Wealth on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d192c213-a63a-8cea-110c-e8fa630f528f

First observed

May 12, 2025

Last observed

Jul 28, 2026 53 days 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.