What departments does Proper Wealth have?

Proper Wealth has employees across 1 departments including Finance.

What is the largest department at Proper Wealth?

The largest department at Proper Wealth is Finance with 1 employees.

Where are Proper Wealth employees located globally?

Proper Wealth has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Proper Wealth's team size changed over time?

Proper Wealth's team has remained stable from approximately 7 to 7 employees based on available data.

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Proper Wealth Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Proper Wealth is a small investment management firm based in Tallahassee, Florida, offering comprehensive, fee-based financial planning and private wealth management. The company emphasizes fiduciary care, with Investment Advisor Representatives obligated to place clients’ interests first, and it provides independent wealth management that supports tailored, fee-based investment portfolios. By leveraging technology to review, track, and plan around each client’s priorities, Proper Wealth aims to deliver a structured approach to managing financial affairs across multiple aspects of a client’s life. The firm operates within the broader investment management industry, positioning itself as an independent option that combines detailed planning with professional oversight.

Proper Wealth Global Highlights

North America
8

United States Of America
8

Africa
1

South Africa
1

Proper Wealth's Leadership

S. P.
Financial Planning Intern
Mobile Phone
Email

Proper Wealth Employee Metrics

100%

50%

2026

2025

Banking
Branding
Finance
Accounting
Administrative
Other
Arts & Design

Contact profiles from Proper Wealth

Name

Title

Contact Info

Location

Last Update

S. P.
Financial Planning Intern
Mobile Phone
Email
May 20, 2026

Frequently Asked Questions

What is Proper Wealth known for?

Proper Wealth was founded in 2020 operates in the Investment Management industry. Explore Proper Wealth's company overview page for more information.

What is Proper Wealth's most common email format?

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

How many employees does Proper Wealth have currently?

Proper Wealth has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Proper Wealth's key employees and leadership?

As of July 2026, Proper Wealth's key employees include:

Financial Planning Intern: S. P.

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Proper Wealth Employee Directory

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