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Manager / Financial Advisor / Chief Compliance Officer · Proper Wealth

Nicholas Chason

CRD 6183474 · Named on Form ADV at one SEC-registered adviser

At a glance

Proper Wealth, an SEC-registered wealth manager based in Tallahassee, FL with $132 million in regulatory assets, lists Nicholas Chason on its Form ADV as Manager / Financial Advisor / Chief Compliance Officer, a control person.

Firms and roles

  • Proper WealthManager / Financial Advisor / Chief Compliance OfficerWealth manager · Tallahassee, FL · $132M in regulatory assets

AtlasMembers

Nicholas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.