Proper Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,068,717
Clients
485
Advisors
4
across 2 offices
About
Proper Wealth (PW Advisors, LLC) is an SEC-registered investment adviser serving individuals, high‑net‑worth individuals, trusts, estates, businesses, and retirement plans. The four-advisor firm manages approximately $131.8 million for about 485 clients and provides discretionary portfolio management, project-based financial planning, and retirement-plan advisory services including 3(21) plan support.
The firm constructs portfolios primarily with ETFs and diversified mutual funds using a mix of fundamental and technical analysis and a generally long‑term orientation, while trading shorter-term when needed for rebalancing or client objectives. Proper Wealth may allocate portions of client assets to unaffiliated Independent Managers with ongoing oversight, and offers reporting and operational features such as Black Diamond reporting, batch trading, and auto‑rebalancing for eligible accounts.
Proper Wealth’s business model includes several features that distinguish it from many peers: it sponsors a wrap fee program that bundles securities transaction costs into its asset‑based fee, and it has affiliated non‑advisory businesses — an accounting services entity (Proper Accounting Advisors, which the brochure notes is not a CPA firm and does not provide tax preparation, audit, or attestation) and an affiliated insurance agency — that the firm may recommend but are separate engagements. The firm also discloses that many advisory personnel are registered representatives of LPL Financial (and the adviser typically recommends LPL as custodian), and it uses a third‑party estate‑planning technology (Wealth, Inc.) to facilitate document preparation when clients elect that service.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $50,000 for financial planning and consulting engagements
0.50% to 1.60% annually, may be a tiered schedule or a single fixed rate based on asset level and complexity
Certain advisory persons also earn commissions from separate broker-dealer or insurance activities
Fee-only: Financial planning fixed fees range from $500 to $50,000 depending on complexity
Main office
See office3233 Thomasville Road
Tallahassee FL 32308
Advisors at this office
3
Offices (2)
Most active in
Florida · Georgia · North Carolina · Tennessee · Texas
Also doing business as
Proper Wealth · Pw Advisors · Pw Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas C
Series 66
Tallahassee, FL
Proper Wealth
Nicholas Chason is a financial advisor at Proper Wealth with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, MassMutual, and LPL Financial. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $131.8 million across around 485 clients and employs a combination of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.
Paul M
CFP®, Series 63, Series 66
Tallahassee, FL
Proper Wealth
Paul Martin is a CFP® professional with three years of industry experience. He currently works at Proper Wealth in Tallahassee, FL, and has prior experience at firms including Carr, Riggs & Ingram and Northwestern Mutual Investment Management. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for around 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing a mix of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.
Austin L
Series 66
Tallahassee, FL
Proper Wealth
Austin Langston is a financial advisor at Proper Wealth with four years of industry experience. He holds a Series 66 credential and has worked at firms including Elliott Davis and Thomas Howell Ferguson. Langston is also involved with Flightline Group Inc in a non-investment capacity. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages portfolios primarily with ETFs and diversified mutual funds, employs both fundamental and technical analysis, and offers discretionary portfolio management and retirement-plan advisory services.
Nathanael W
Series 65
Pinellas Park, FL
Proper Wealth
Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.
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