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Building 2PROXY WEALTH ADVISORS LLC

Map pinWINDERMERE, FL
Phone646-289-5075
NotebookSEC #801-128321
Total AUM
$83.3M
Employees
25
Clients
614

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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