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Nathanael I Wright

Investment adviser representative at Proper Wealth
10 yearsExperience
1 stateRegistered in
$131.8MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Proper WealthJul 2026 to now
  2. Pw Advisors, LLCApr 2026 to now
  3. Raymond James & Associates, Inc.Jun 2025 to Apr 2026
  4. InternApr 2023 to Jun 2025
  5. Florida State UniversityMay 2020 to May 2025
  6. StudentJan 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Proper Wealth

Legal name: Pw Advisors, LLC

$131.8MAssets managed
496Clients
4Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7724973
Firm CRD
336499
Advisor's SEC record (opens in a new tab)
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