About Proper Wealth
Proper Wealth is an Investment Management company, headquartered in Tallahassee, with 11 - 50 employees and annual revenue of $50M - $100M.
An innovative approach to financial planning and private wealth management. Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities. Fiduciary Standard of Care - ...
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Proper Wealth Company Highlights
Phone Number
(323) 937-xxxx
Corporate Office Address
1701 Hermitage Boulevard
Tallahassee, 32308
Website
Industries Served
Investment ManagementNumber of Employees
11 - 50 Employees
Company Revenue
$50M - $100M
Proper Wealth Org
Proper Wealth has 4 VP and 2 Other employees.
Proper Wealth Decision Makers
- CEODavid Grulich
Proper Wealth's Tech Stack
Frequently Asked Questions About
Proper Wealth
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Who is the CEO of Proper Wealth?
The CEO of Proper Wealth is David Grulich. See full contact details ›
How many senior employees does Proper Wealth have?
Proper Wealth has 4 senior employees that are typically used for decision making.
Who are the key decision makers at Proper Wealth?
Key decision makers at Proper Wealth include David Grulich (CEO). See full contact details ›
What technologies does Proper Wealth use?
Proper Wealth uses technologies including Amazon S3, Cloudflare, and Datadog.
How do I contact Proper Wealth?
To contact Proper Wealth, visit pwadvisors.com.
What companies are similar to Proper Wealth?
Companies similar to Proper Wealth include CCM, A.g. Campbell Advisory LLC, and Ampfield Management.
Where is Proper Wealth headquartered?
Proper Wealth is headquartered at 1701 Hermitage Boulevard, Tallahassee.
What is the main phone number for Proper Wealth?
The main phone number for Proper Wealth is (323) 937-xxxx.
What is the official website for Proper Wealth?
The official website for Proper Wealth is pwadvisors.com.
What is the annual revenue of Proper Wealth?
The annual revenue of Proper Wealth is $50M - $100M.
How many employees does Proper Wealth have?
Proper Wealth has 11 - 50 employees.
What industry is Proper Wealth in?
Proper Wealth is in the Investment Management industry.
Last updated: May 28, 2025