# Proactive Wealth Management

> Proactive Wealth Management is a state-registered investment advisory firm in Lexington, KY, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated January 6, 2026.

- CRD: 273028
- Filed as: PROACTIVE WEALTH MANAGEMENT
- Legal name: Proactive Wealth Management Corp.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lexington, KY
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/273028
- AdvisorCensus page: https://advisorcensus.com/firm/proactive-wealth-management-lexington-ky-273028

## Quick answers

**How is Proactive Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Proactive Wealth Management reports these compensation arrangements: other.

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

**Is Proactive Wealth Management registered with the SEC or a state?**
Proactive Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 273028.

**Does Proactive Wealth Management 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/273028

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proactive Wealth Management (CRD 273028): Form ADV filing data as of October 2026.