Fee-only adviser · Larkspur, CA
Proprietor Wealth Management Inc.
Proprietor Wealth Management Inc. is a fee-only investment adviser registered with the securities regulator of California, with its main office in Larkspur, California. On its latest Form ADV, filed January 8, 2026, it reports $84M in regulatory assets under management, 25 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 283137 |
| Office | 700 Larkspur Landing Circle Suite 199 Larkspur, CA 94939 |
| Phone | (415) 569-7909 |
| Website | www.proprietorwm.com |
| Regulatory assets under management | $84M |
| Individual clients | 8 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Larkspur
- Tamalpais Asset Management $263M
- Raub Brock Capital Management, LP $2.9B
- Broadwing Capital Advisors, Inc. $148M
- Shepherd Street Advisors $126M
- Warm Springs Advisors Inc. $131M
See all 6 fee-only advisers in Larkspur →
Nearby
- Greenbrae 5 firms
- Kentfield 2 firms
- Corte Madera 3 firms
- Ross 2 firms
- San Rafael 26 firms
- Mill Valley 14 firms
- San Anselmo 2 firms
- Tiburon 4 firms
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