Proprietor Wealth Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$84,153,727
Clients
25
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$3,366,149
About
Proprietor Wealth Management provides discretionary investment management and ongoing financial planning to individuals, their trusts and estates — including high‑net‑worth clients — and, on occasion, institutional investors. Services include tailored investment policy development, account‑level portfolio implementation, and advice about private investment funds for qualified investors.
The firm follows an evidence‑based, long‑term approach grounded in Modern Portfolio Theory, constructing globally diversified portfolios of asset‑class funds with deliberate factor tilts and fixed‑income allocations to moderate volatility. Portfolios are managed at the individual account level with tax‑efficient rebalancing and access to institutional‑class funds and select Dimensional Fund Advisors strategies through a qualified custodian.
Noteworthy distinctions include a concentrated client base with substantial assets under management per client, which corresponds with a highly individualized implementation and oversight model. The firm emphasizes access to institutional share classes and direct private fund opportunities for suitable investors while operating as a fee‑only fiduciary that requires clients to use a qualified custodian for execution and custody.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Tax-loss harvesting
Passive / index investing
Fee options
Starts at 1.0% annually and decreases as assets increase; specific tiers not explicitly detailed
$150 to $300 per hour for financial planning-only clients
Account minimum: $1,000,000 Fee-only: Fee-only investment advisor; no commissions or other compensation accepted.
Main office location
Proprietor Wealth Management Inc.
700 Larkspur Landing Circle, Suite 199
Larkspur CA 94939, United States
Number of offices
3
Most active in
Proprietor Wealth Management Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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