Proathlete Wealth Management LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 317372
- Registered since
- February 24, 2022
- Website
- www.pawm.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.09%
- Individuals1.84%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Proathlete Wealth Management LLC is an independent, SEC-registered investment adviser (registered in 2022) that manages discretionary portfolios for both individual/family and institutional clients. The firm bills primarily as a percentage of assets under management and positions itself as a capital allocator, offering portfolio management, financial planning, pension consulting and selection of third‑party advisers. It does not identify as an active ESG investor and operates across multiple states.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$391M in ETFs
92%
$359M
8%
$32.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $125M | 163,426 | 31.97% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 4401 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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