Proathlete Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 27, 2026, reports $402M in regulatory assets under management, 5 employees, and 205 accounts.
Assets Under Management
$402M
Employees
5
Offices
--
Total Clients
205
Primary office
BOCA RATON, FL
4401 N. FEDERAL HIGHWAY, SUITE 201, BOCA RATON, FL, United States
Top client segmentHNWI represent 90.2% of total clients.
Top client categories% of clientsClients
1
HNWI
90.2%
185
2
Individuals
8.8%
18
3
Corporations
1.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$402Mas of March 27, 2026
Discretionary100.0%
$402M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$402M
Total Accounts205
10Y AUM Change+$402M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.