PROATHLETE WEALTH MANAGEMENT LLC

4401 N. Federal Highway, Suite 201
Boca Raton, Florida 33431
Tel: 561-988-5540

About PROATHLETE WEALTH MANAGEMENT LLC

PROATHLETE WEALTH MANAGEMENT LLC, formally registered with the SEC as PROATHLETE WEALTH MANAGEMENT LLC. The firm was established in 02/24/2022. They have over 1 offices throughout the country.

PROATHLETE WEALTH MANAGEMENT LLC is a Boca Raton, Florida based Financial Planning firm with nearly $233,300,000 assets under management, offering retirement planning & investment advisory services to 91 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317372
SEC#	801-123310
Assets Managed by Firm	$233,300,000
No. of Clients	91
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	91	$233,300,000
Individuals (other than high net worth individuals)	7	$550,000
High net worth individuals	84	$232,750,000

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