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ATHLETES FINANCIAL ADVISERS, LLC
CRD 284993
159 CROCKER PARK BLVD., SUITE 400, WESTLAKE, OH, 44145, United States
Phone
949-776-3310
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$67.1M
Discretionary AUM
$67.1M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $11.7M |
| High net worth individuals | 15 | $55.4M |
All web addresses on file
Official SEC filing: View on IAPD