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 registered investment adviser that opened its SEC registration in 2022 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, operating on a percentage-of-AUM fee model. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of third‑party advisers. Proathlete identifies as a capital allocator and uses outside managers for certain exposures; it does not position itself as an ESG-focused investor.
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
2 of 2
Jonathan Frame
Chief Compliance OfficerCRD 3057547
George Landa
Founder and Chief Executive OfficerCRD 2948435
Contacts
3 of 4Stephen Varlotta
Financial Planning & InvestmentsCRD 7300969
Michael Landa
Registered Financial ProfessionalCRD 7685968
Gintare Zubrute
Operations ManagerCRD 6791167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$366M in ETFs
90%
$329M
10%
$37M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $115M | 153,501 | 31.41% |
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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