Proxy Wealth Advisors LLC

Firm record

As recorded in SEC IAPD

Firm CRD

298080

SEC number

801-128321

Firm type

RIA

Assets under management

$83.3M as of Apr 9, 2026

Website

www.proxywealth.com ↗

Phone

646-289-5075

Address

9100 Conroy Windermere Rd., Windermere, FL, 34786

Advisors at this firm

9 in our index · page 1 of 1

• Tulio Barbosa RibeiroCRD 6360250 · Aventura, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Peterson Italo CenerinoCRD 7842129 · Orlando, FL
  IA Registered
• Marc Anthony DecuffaCRD 5523177 · Chappaqua, NY
  IA RegisteredRegistration inactive
• Pietro Bagatim GalinaCRD 7799526 · Windermere, FL
  IA Registered
• Rafael Junqueira NaniCRD 7682353 · Windermere, FL
  IA RegisteredRegistration inactive
• Felipe Demetre MardakisCRD 7744484 · Orlando, FL
  IA Registered
  Disclosure event(s) on record
• Carolyn ReynoldsCRD 4712060 · Huntersville, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Raquel SchiavonCRD 8125563 · Noblesville, IN
  IA Registered
• Tatiane Silva TeixeiraCRD 8110717 · Winter Garden, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.