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PROACTIVE WEALTH MANAGEMENT
Proactive Wealth Management, Inc. is a state-registered investment adviser in Draper, UT. The firm manages approximately $9 million in regulatory assets.
Overview
Proactive Wealth Management, Inc. is a state-registered investment adviser in Draper, UT. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What professional disciplines sit inside the firm?
The model integrates CPAs, estate attorneys, and a chief investment officer under one coordination umbrella. The office is not set up to trade directly but rather to provide consolidated reporting, tax-loss harvesting oversight, and manager selection. This multidisciplinary approach avoids the silos that arise when families use separate law and accounting firms.
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