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| Proathlete Wealth Management LLC
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|---|---|
| CRD # | 317372 |
| SEC # | 801-123310 |
| CIK # | 0002012065 |
| AUM | 402.2 M (2026-05-22) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 561-988-5540 |
| Address | 4401 N Federal Highway, Suite 201 Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 8.4 | ||
| Microsoft Corp | 4.2 | ||
| Alphabet Inc | 3.8 | ||
| Nvidia Corp | 2.7 | ||
| Amazon Com Inc | 2.7 | ||
| Wal Mart Stores Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.6 | ||
| American Express Co | 1.4 | ||
| Netflix Inc | 1.3 | ||
| International Business Machines Corp | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 7.4 |
| (b) Individuals (high net worth individuals) | 185 | 394.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 205 | 402.2 |
| By Discretionary | ||
| Discretionary | 205 | 402.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 205 | 402.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 398.3 | |
| Total | 205 | 402.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012065] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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TX | 403.1 M |
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IL | 403.0 M |
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TX | 402.5 M |
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|
BCI Securities Inc
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FL | 402.2 M |
|
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OH | 402.1 M |
|
Silver Coast Investments LLC
✚
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CA | 401.6 M |
|
H L Ormond & Company LLC
✚
|
NC | 401.4 M |