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 advisor organized as an LLC and owned by an individual. The firm is positioned as a capital allocator serving both individual/family clients and institutional or business accounts. Its advisory model is fee-based on a percentage of assets under management and includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm is active across multiple states and does not identify 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 2Jonathan 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 98Active vs passive
$328M in ETFs
89%
$292M
11%
$36M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $102M | 155,371 | 31.03% |
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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