# Proactive Wealth Management, Inc.

> Proactive Wealth Management, Inc. is a state-registered investment advisory firm in Draper, UT, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 301232
- Filed as: PROACTIVE WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Draper, UT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301232
- AdvisorCensus page: https://advisorcensus.com/firm/proactive-wealth-management-inc-draper-ut-301232

## Quick answers

**How is Proactive Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Proactive Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Proactive Wealth Management, Inc. located?**
Proactive Wealth Management, Inc.'s principal office is in Draper, UT, according to its Form ADV.

**Is Proactive Wealth Management, Inc. registered with the SEC or a state?**
Proactive Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301232.

**How much does Proactive Wealth Management, Inc. manage?**
Proactive Wealth Management, Inc. reports $9,337,589 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Proactive Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (4).

**Does Proactive Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301232

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,337,589
- Discretionary: $9,337,589
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $3,935,268 |
| High net worth individuals | 4 | $5,402,321 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pwmut.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proactive Wealth Management, Inc. (CRD 301232): Form ADV filing data as of October 2026.