ProAthlete Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
ProAthlete Wealth Management reports 205 clients. They include 185 high-net-worth individuals, 18 individual clients, and 2 corporations and other businesses. Of its assets, 100.0% ($402M across 205 accounts) are managed with discretion. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 9% | 2% |
| High-net-worth individuals | 90% | 98% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18 | $7.39M | 1.8% | $410K |
| High-net-worth individuals | 185 | $395M | 98.1% | $2.13M |
| Corporations and other businesses | 2 | $287K | 0.1% | $144K |
| Total | 205 | $402M | 100% | $1.96M |
- Clients
- 18
- Regulatory AUM
- $7.39M
- AUM share
- 1.8%
- Avg. per client
- $410K
- Clients
- 185
- Regulatory AUM
- $395M
- AUM share
- 98.1%
- Avg. per client
- $2.13M
- Clients
- 2
- Regulatory AUM
- $287K
- AUM share
- 0.1%
- Avg. per client
- $144K
Total
- Clients
- 205
- Regulatory AUM
- $402M
- AUM share
- 100%
- Avg. per client
- $1.96M
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
ProAthlete Wealth Management charges 1.15%–1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
George Landa owns 75% or more of ProAthlete Wealth Management. The leadership team of ProAthlete Wealth Management includes Chief Compliance Officer Jonathan Frame. It has 5 employees, 3 of them in advisory roles.
Leadership
- Jonathan FrameChief Compliance Officer
- George LandaManaging Member/CEO
- Gintare ZubruteOperations Manager
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Regan Joseph Flaherty
- George Igor Landa
- Michael Landa
- Stephen P Varlotta
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Proathlete Wealth Management LLC
George Landa
Control person · since August 2017
ProAthlete Wealth Management’s regulatory assets grew 2.5× from $158M (June 2022) to $402M (May 2026); clients rose from 41 to 205 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $402M | 205 | 5 | 1 |
| June 2025 | $312M | 143 | 5 | 1 |
| March 2024 | $233M | 91 | 5 | 1 |
| March 2023 | $173M | 54 | 3 | 1 |
| June 2022 | $158M | 41 | 2 | 1 |
Besides its headquarters, ProAthlete Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 4401 N. Federal Highway, Suite 201, Boca RatonHQ
Contact and registration details
- Legal name
- Proathlete Wealth Management LLC
- Headquarters
- 4401 N. Federal Highway, Suite 201, Boca Raton, FL 33431
- Website
- pawm.com
- Phone
- 561-988-5540
- SEC file
- 801-123310
- Founded
- 2017
- Structure
- Delaware LLC
- Fiscal year end
- December
ProAthlete Wealth Management uses Charles Schwab ($312M, 100%) and Interactive Brokers ($10K, 0%) as custodians for its separately managed accounts. ProAthlete Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $312M100%
- Interactive BrokersInteractive Brokers LLC · Greenwhich, CT · $10K0%
At year end, ProAthlete Wealth Management’s separately managed accounts were mostly in stocks (85%) and funds (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $404M across 300 positions; the largest are iShares Core S&P 500 ETF (28.5%), iShares Russell 1000 Growth ETF (13.5%) and iShares Russell 1000 Value ETF (8.8%).
What the accounts hold
- Stocks85%
- Funds14%
- Cash1%
Reported 13F holdings
- $404M
- Reported 13F value
- 300
- Positions
- 78.7%
- In the 10 largest
- +12.1%
- Value vs. prior quarter
- iShares Core S&P 500 ETF · Uit Exchange Traded28.5%
- iShares Russell 1000 Growth ETF · Uit Exchange Traded13.5%
- iShares Russell 1000 Value ETF · Uit Exchange Traded8.8%
- iShares Core S&P Small-cap ETF · Uit Exchange Traded8.4%
- Invesco Qqq TR · Uit Exchange Traded5.7%
- iShares Core MSCI Eafe ETF · Uit Exchange Traded4.0%
- Avantis US Small Cap Value ETF · Uit Exchange Traded3.5%
- Vanguard FTSE Emerging Markets Index Fund ETF Shares · Uit Exchange Traded2.5%
- iShares National Muni Bond ETF · Uit Exchange Traded2.0%
- iShares Bitcoin Trust ETF · Uit Exchange Traded1.9%
Together, the ten largest are 78.7% of reported value.
How many clients does ProAthlete Wealth Management have?
ProAthlete Wealth Management has 205 clients and manages $402 million for them, as of May 2026. They include 185 high-net-worth individuals, 18 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does ProAthlete Wealth Management offer?
ProAthlete Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does ProAthlete Wealth Management charge?
ProAthlete Wealth Management charges 1.15%–1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Which custodians does ProAthlete Wealth Management use?
ProAthlete Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $312M and Interactive Brokers LLC (Greenwhich, CT), with $10K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does ProAthlete Wealth Management have?
ProAthlete Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ProAthlete Wealth Management invest in?
At the end of its last fiscal year, ProAthlete Wealth Management’s separately managed accounts held 85% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ProAthlete Wealth Management?
ProAthlete Wealth Management’s direct owner is George Landa (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does ProAthlete Wealth Management get paid?
ProAthlete Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is ProAthlete Wealth Management registered with the SEC?
Yes, ProAthlete Wealth Management has been registered with the SEC as an investment adviser since 24 February 2022. Its CRD number is 317372 and its SEC file number is 801-123310.
Source: Form ADV Part 1A, Item 1, filed 22 May 2026; IAPD firm record
How do I contact ProAthlete Wealth Management?
ProAthlete Wealth Management’s main office is at 4401 N. Federal Highway, Suite 201, Boca Raton, FL 33431. Its phone number is 561-988-5540. Its website is pawm.com.