Proficient Wealth Counselors, LLC

CRD 152640 · Norwood, MA · $146.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152640
SEC number: 801-124894
Firm type: RIA
Assets under management: $146.9M as of Mar 23, 2026
Website: www.proficientwealth.com ↗
Phone: 781-278-9488
Address: 77 Access Road, Norwood, MA, 02062

Advisors at this firm

1 in our index · page 1 of 1

Gerald LoftinCRD 2514109 · Norwood, MA

IA Registered

Disclosure event(s) on record

Source & corrections

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