# Proficient Wealth Counselors

Proficient Wealth Counselors is a Bank / Wealth / Trust based in Norwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Norwood, United States
- **Region:** North America
- **Address:** Norwood, MA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** proficientwealth.com
- **LinkedIn:** https://linkedin.com/company/proficient-wealth-counselors-llc

## Regulatory record

- **CRD number:** 152640
- **SEC file number:** 801-124894
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152640

## About

Proficient Wealth Counselors is an SEC-registered investment adviser in Norwood, MA, registered since 2022. The firm manages $147 million in assets. It has one employee and one investment adviser.

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Last updated: 2026-06-03T20:00:00.000Z

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