What departments does PROA Wealth Management have?

PROA Wealth Management has employees across 3 departments including Consultant, Operations, Administrative.

What is the largest department at PROA Wealth Management?

The largest department at PROA Wealth Management is Consultant with 1 employees.

Where are PROA Wealth Management employees located globally?

PROA Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has PROA Wealth Management's team size changed over time?

PROA Wealth Management's team has remained stable from approximately 1 to 1 employees based on available data.

PROA Wealth Management Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

PROA Wealth Management is a financial services firm located in Westport, Connecticut, operating as a small advisory practice focused on individualized wealth management. It emphasizes a PROActive investing approach, described as a modern method intended to limit downside risk while identifying opportunities for growth. The firm delivers client portfolio management and investment planning with highly customizable portfolios and open-architecture platforms that connect clients with institutional money managers.

Its offering spans a broad spectrum of financial products and accounts, including mutual funds, managed asset plans, pension and retirement planning, money markets and check-writing accounts, Educational IRA and 529 plans, direct investments, life insurance, disability insurance, and long-term care along with stocks and bonds. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Additional information, such as the states in which PROA Wealth Management is registered to do business, is available on its website.

PROA Wealth Management Global Highlights

North America
3

United States Of America
3

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

PROA Wealth Management's Leadership

P. C.
Financial Consultant/Business Owner
Mobile Phone
Email
M. C.
Operations Director
Mobile Phone
Email
E. B.
Administration
Mobile Phone
Email
T. L.
Lpl Registered Representative
Mobile Phone
Email

PROA Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from PROA Wealth Management

Name

Title

Contact Info

Location

Last Update

P. C.
Financial Consultant/Business Owner
Mobile Phone
Email
United StatesConnecticut
Apr 16, 2026
M. C.
Operations Director
Mobile Phone
Email
Oct 06, 2025
E. B.
Administration
Mobile Phone
Email
Oct 18, 2024
T. L.
Lpl Registered Representative
Mobile Phone
Email
United KingdomNottinghamshire
Oct 17, 2024

Frequently Asked Questions

What is PROA Wealth Management known for?

PROA Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 41 Whitney Street Westport, Connecticut 06880 United States. Explore PROA Wealth Management's company overview page for more information.

What is PROA Wealth Management's most common email format?

PROA Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PROA Wealth Management email formats with LeadIQ.

How many employees does PROA Wealth Management have currently?

PROA Wealth Management has approximately 2 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PROA Wealth Management's key employees and leadership?

As of May 2026, PROA Wealth Management's key employees include:

Financial Consultant/Business Owner: P. C.
Operations Director: M. C.
Administration: E. B.
Lpl Registered Representative: T. L.

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PROA Wealth Management Employee Directory

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