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PROATHLETE WEALTH MANAGEMENT LLC

BOCA RATON, FL · CRD 317372 · IAPD ↗ · pawm.com · 561-988-5540

$402.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — PROATHLETE WEALTH MANAGEMENT LLC reported RAUM up 29% ($312.0M -> $402.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — PROATHLETE WEALTH MANAGEMENT LLC reported RAUM up 34% ($233.3M -> $312.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — PROATHLETE WEALTH MANAGEMENT LLC reported RAUM up 35% ($172.9M -> $233.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — PROATHLETE WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.