Proactive Wealth Strategies LLC
Proactive Wealth Strategies LLC is an independent registered investment adviser headquartered in Marietta, Georgia. Founded in 2005 by Cindy Derso and Craig Seligman, the firm offers financial advisory and wealth management services, primarily serving individual investors and high net worth individuals. As of 2025, it manages over $250 million in assets and has about 5 employees, all of whom are investment professionals. The firm's approach centers on providing personalized strategies and addressing financial planning needs for its clients.
Investment Strategy
Proactive Wealth Strategies LLC focuses on helping clients achieve their financial goals by developing and refining a process that addresses every aspect of a client's financial life. The firm delivers financial planning and comprehensive portfolio management, tailored to the individual needs of its clients, using a transparent and personalized approach. Services include portfolio management for individuals and small businesses, with fees based on assets under management or fixed fees. The firm emphasizes simplicity and transparency, guiding clients through complex financial situations with straightforward solutions.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FV | FIRST TR EXCHANGE TRADED FD | 8.79% | $18.6M | 314,250 | $58.18 | $59.26 | +$1.6M |
N NVDA | NVIDIA CORPORATION | 4.27% | $9.0M | 57,222 | $122.43 | $157.99 | +$3.1M |
T TBIL | RBB FD INC | 3.03% | $6.4M | 128,401 | $50.04 | $50.00 | +$85.0K |
F FTLS | FIRST TR EXCH TRADED FD III | 2.73% | $5.8M | 87,093 | $63.80 | $66.28 | +$352.0K |
F FVD | FIRST TR EXCHANGE-TRADED FD | 2.20% | $4.7M | 104,457 | $45.49 | $44.70 | -$59.0K |