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PROATHLETE WEALTH MANAGEMENT LLC
CRD 317372 · SEC 801-123310
4401 N. FEDERAL HIGHWAY, SUITE 201, BOCA RATON, FL, 33431, United States
Phone
561-988-5540
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$402.2M
Discretionary AUM
$402.2M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.4M |
| High net worth individuals | 185 | $394.5M |
| Corporations/business entities | 2 | $287K |
States served
AZ, CA, CO, DC, GA, IL, LA, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OK, PA, TN, VA, WV, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD