AdvisorCensus / Financial advisors / Florida / Miami / Proathlete Wealth Management LLC
Proathlete Wealth Management LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.
Quick answers
From the filingHow is Proathlete Wealth Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Proathlete Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Proathlete Wealth Management LLC charge?
Its Form ADV Part 2A brochure dated May 22, 2026 states: Up to $2,000,000: 1.5% a year; $2,000,000 to $4,000,000: 1.35% a year; $4,000,000 to $5,000,000: 1.25% a year; Above $5,000,000: 1.15% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Proathlete Wealth Management LLC located?
Proathlete Wealth Management LLC's principal office is in Boca Raton, FL, according to its Form ADV.
Is Proathlete Wealth Management LLC registered with the SEC or a state?
Proathlete Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317372.
How much does Proathlete Wealth Management LLC manage?
Proathlete Wealth Management LLC reports $402,180,000 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).
How have Proathlete Wealth Management LLC's assets and staff changed since 2022?
In the Form ADV data for Proathlete Wealth Management LLC: Regulatory assets under management: $158,346,454 in the October 2022 data and $402,180,000 in the October 2026 data, up 154%. Total employees: 2 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Proathlete Wealth Management LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (185); individuals (other than high net worth individuals) (18); corporations or other businesses not listed above (2).
Which custodians does Proathlete Wealth Management LLC use?
Proathlete Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.
Does Proathlete Wealth Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317372
Does Proathlete Wealth Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated May 22, 2026 says: "PAWM’s recommended minimum account size is $500,000. However, PAWM maintains discretion to waive any account minimums."
What changed in Proathlete Wealth Management LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $312,000,000 to $402,180,000 (+29%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1.5% |
| $2,000,000 to $4,000,000 | 1.35% |
| $4,000,000 to $5,000,000 | 1.25% |
| Above $5,000,000 | 1.15% |
The brochure's wording
For new accounts at PAWM, our fee for portfolio management services is negotiable and based on a percentage of your assets we manage and is set forth in the following fee schedule: Assets Under Management Annual Fee Up to $2,000,000 1.50% $2,000,000 - $4,000,000 1.35% $4,000,000 - $5,000,000 1.25% Over $5,000,000 1.15%
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
PAWM’s recommended minimum account size is $500,000. However, PAWM maintains discretion to waive any account minimums.
As stated in the firm's Form ADV Part 2A brochure dated May 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$402,180,000 as of October 2026, filing dated May 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
25 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $402,180,000 | 5 | May 22, 2026 |
| October 2025 | $312,000,000 | 5 | June 4, 2025 |
| October 2024 | $233,300,000 | 5 | March 28, 2024 |
| October 2023 | $172,860,000 | 3 | September 6, 2023 |
| October 2022 | $158,346,454 | 2 | June 10, 2022 |
Regulatory assets under management: $158,346,454 in the October 2022 data and $402,180,000 in the October 2026 data, up 154%.
Total employees: 2 in October 2022 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $312,000,000 to $402,180,000 (+29%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Proathlete Wealth Management LLC (CRD 317372): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/proathlete-wealth-management-llc-boca-raton-fl-317372