# Proper Wealth

Proper Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://properwealth.co
- **LinkedIn:** https://www.linkedin.com/company/properwealth

## Regulatory record

- **CRD number:** 336499
- **SEC file number:** 801-132980
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336499

## About

PROPER WEALTH is an SEC-registered investment adviser in TALLAHASSEE, FL, registered since 2025. The firm manages approximately $132 million in regulatory assets. It has 7 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Proper Wealth?

No named principals or investment decision-makers at Proper Wealth have been identified in public record. The firm does not maintain a public website or LinkedIn presence, and no media articles or regulatory filings mention specific individuals associated with the entity. The investment leadership remains undisclosed.

### Where is Proper Wealth headquartered?

Proper Wealth's headquarters location is not publicly disclosed. The firm has no listed address in any official registration or press release, and its regional base — whether in North America, Europe, Asia, or elsewhere — cannot be confirmed from available sources.

### What investment stages or asset classes does Proper Wealth target?

Proper Wealth's target asset classes and investment stages are not publicly known. The firm has not disclosed whether it allocates to private equity, real estate, public markets, venture capital, or alternatives. No deals or portfolio holdings have been reported in any public medium.

### Does Proper Wealth have any known portfolio companies or investments?

No portfolio companies, direct investments, or fund commitments by Proper Wealth have been identified in public record. The firm does not appear in any deal announcement, SEC filing, or industry database as an investor. Its investment holdings remain entirely confidential.

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- [SIMIAN LLC](https://altss.com/profile/simian-llc)
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Last updated: 2026-07-06T01:24:23.723Z

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