Dakota
Dakota
Book a Demo
Talk to an Expert

PW Advisors, LLC

EST. AUM
$131,822,610

CONTACTS
2

CLIENT ACCOUNTS
500

Firm Details

Metro area Tallahassee
CRD Number 336499
Website pwadvisors.com
Client types

Overview

Proper Wealth positions itself as an innovative, fee-based wealth management and financial planning firm that adheres to a fiduciary standard of care. As Investment Advisor Representatives, they commit to putting clients’ interests first through comprehensive financial planning—covering every aspect of a client’s financial life—and independent wealth management, offering tailored investment portfolios. They coordinate with attorneys, CPAs, insurance agents, and other professionals to deliver holistic guidance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy