{"url":"https://nivawealth.com/firms/pw-advisors-336499","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/336499","regulatoryAum":131822610,"crd":"336499","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6183474","suffix":null,"lastName":"CHASON","firstName":"NICHOLAS","middleName":"CHARLES"},{"crd":"7517690","suffix":null,"lastName":"Langston","firstName":"Austin","middleName":null},{"crd":"6750145","suffix":null,"lastName":"Martin","firstName":"Paul","middleName":"Andrew"},{"crd":"7724973","suffix":null,"lastName":"Wright","firstName":"Nathanael","middleName":"I"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-15","regulatoryAum":0,"clients":0,"employees":7,"offices":1},{"filedOn":"2026-07-28","regulatoryAum":131822610,"clients":496,"employees":7,"offices":1}],"secFileNumber":"801-132980","legalName":"PW Advisors, LLC","displayName":"PW Advisors","slug":"pw-advisors-336499","website":"https://pwadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/properwealth/","xUrl":"https://x.com/Proper_Wealth","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3233 Thomasville Road","city":"Tallahassee","state":"FL","stateName":"Florida","country":"United States","postalCode":"32308"},"tradeNames":["Proper Wealth"],"registration":{"secApproved":"23 June 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":261997.35463917526,"staff":{"employees":7,"advisory":4,"brokerDealerReps":3,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":131822610,"discretionary":131822610,"discretionaryAccounts":500,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":131822610,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":261,"regulatoryAum":25655176},{"label":"High-net-worth individuals","clients":224,"regulatoryAum":101413541},{"label":"Charitable organizations","clients":11,"regulatoryAum":2898931},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":1854962}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053097","versionId":1053097,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-28","documentName":"PROSPER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","fee_rate_low":0.5,"fee_rate_high":1.6,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Fixed project fees of up to $500 to $50,000 for financial planning and consulting; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053097","versionId":1053097,"submittedOn":"2026-07-28","documentName":"PROSPER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Retirement Plan Advisory Services","summary":"Annual asset-based fee of up to 1.00% of plan assets, billed in advance; may be negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053097","versionId":1053097,"submittedOn":"2026-07-28","documentName":"PROSPER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:03:26.494802+00:00","documents":[{"name":"PROSPER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053097","versionId":1053097,"submittedOn":"2026-07-28"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":131822610}],"custodyNote":"PW Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Nicholas Chason","title":"Manager / Financial Advisor / Chief Compliance Officer","crd":"6183474"}],"ownership":[{"label":"Nicholas Chason","detail":"Manager / financial advisor / chief compliance officer in the 75% or more ownership band and a control person, since April 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3233 Thomasville Road","city":"Tallahassee","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"850-972-9725","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":97},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"28 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/336499/PDF/336499.pdf","brochureDate":"28 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053097","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does PW Advisors have?","answer":"PW Advisors has 496 clients and manages $132 million for them, as of July 2026. They include 261 individual clients, 224 high-net-worth individuals and 11 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does PW Advisors offer?","answer":"PW Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does PW Advisors charge?","answer":"PW Advisors charges 0.50%–1.60% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"PROSPER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 28 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does PW Advisors use?","answer":"PW Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $132M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does PW Advisors have?","answer":"PW Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does PW Advisors invest in?","answer":"At the end of its last fiscal year, PW Advisors’ separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns PW Advisors?","answer":"PW Advisors’ direct owner is Nicholas Chason (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does PW Advisors get paid?","answer":"PW Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact PW Advisors?","answer":"PW Advisors’ main office is at 3233 Thomasville Road, Tallahassee, FL 32308. Its phone number is 850-972-9725. Its website is pwadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}