# PROACTIVE WEALTH MANAGEMENT

PROACTIVE WEALTH MANAGEMENT is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 301232
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301232

## About

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.

## 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.

## Related profiles

- [Shukr Investments](https://altss.com/profile/shukr-investments-llc)

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Last updated: 2026-07-06T01:24:23.723Z

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