SourcingSourcing

PW ADVISORS, LLC

C47
CRD 336499·SEC 801-132980·TALLAHASSEE, FL
AUM
$131.8M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$395K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PW ADVISORS, LLC
CRD
336499
SEC file #
801-132980
EIN
334605250
DBA names
Proper Wealth

Economics

AUM
$131.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$131.3M → $131.8M▬ 0%
Client mix
Individuals Other261
Individuals High Net Worth224
Charitable Organizations11

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
TALLAHASSEE FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
linkedin.com/company/properwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHASON, NICHOLAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CHASON, NICHOLAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002095919
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001951757-26-000730
Edgar Former Names
PW ADVISORS, LLC \\ FL

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2701
Soi Zip Pct 200k Plus
0.0822
Soi Zip Returns 200k Plus
980
Soi Zip Total AGI
1,200,019
Fdic Zip Total Deposits
40,055,651,000
Fdic Zip Branch Count
604
Fdic Zip Top Banks
Branch Banking and Trust Company
Capital City Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
3233 THOMASVILLE ROADTALLAHASSEE, FL 32308
Business
3233 THOMASVILLE ROADTALLAHASSEE, FL 32308
Edgar EIN
334605250
Edgar Recent Filings
13F-HR2026-04-24 · 0001951757-26-000730
13F-HR2026-02-17 · 0001951757-26-000474
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Tallahassee, FL
NationsBank of Florida, N.A.Tallahassee, FL
Fdic Zip HHI
571.23
Fdic Zip Top Bank Share Pct
13.51
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,624
Returns2,620
Stub 2
AGI104,954
Returns2,830
Stub 3
AGI119,620
Returns1,950
Soi Zip Total Business Income
35,144
Soi Zip Total Cap Gains
133,448
Soi Zip Total Dividends
36,129
Soi Zip Total Returns
11,920
Top Owner CRD
6183474
Trust Company Affiliate
No

People (3)

3
CHASON, NICHOLAS
IAR · Direct Owner · 87.5%
6183474
Paul Andrew Martin
IAR
6750145
Austin Langston
IAR
7517690