# 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.

- CRD: 317372
- Filed as: PROATHLETE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317372
- AdvisorCensus page: https://advisorcensus.com/firm/proathlete-wealth-management-llc-boca-raton-fl-317372

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 22, 2026)

- 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

> 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)

> PAWM’s recommended minimum account size is $500,000. However, PAWM maintains discretion to waive any account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $402,180,000
- Discretionary: $402,180,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $7,385,000 |
| High net worth individuals | 185 | $394,508,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $287,000 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, PA, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pawm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $158,346,454 | 2 | June 10, 2022 |
| October 2023 | $172,860,000 | 3 | September 6, 2023 |
| October 2024 | $233,300,000 | 5 | March 28, 2024 |
| October 2025 | $312,000,000 | 5 | June 4, 2025 |
| October 2026 | $402,180,000 | 5 | May 22, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $312,000,000 to $402,180,000 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proathlete Wealth Management LLC (CRD 317372): Form ADV filing data as of October 2026.