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| Proathlete Wealth Management LLC
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| |
|---|---|
| CRD # | 317372 |
| SEC # | 801-123310 |
| CIK # | 0002012065 |
| AUM | $233.3 MM (2024-03-28) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 561-988-5540 |
| Address | 4401 N Federal Highway, Suite 201 Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 5.1 | |
| IBIT | 4.2 | ||
| AMZN | 1,092,997.8 | 2.5 | |
| GOOGL | 1,475,138.5 | 2.4 | |
| NVDA | 399,550.0 | 2.0 | |
| PGR | 67,509.2 | 1.0 | |
| JPM | 340,169.2 | 1.0 | |
| AXP | 107,077.6 | 1.0 | |
| META | 434,852.0 | 0.9 | |
| NFLX | 79,791.6 | 0.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.6 |
| (b) Individuals (high net worth individuals) | 84 | 232.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 233.3 |
| By Discretionary | ||
| Discretionary | 91 | 233.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 91 | 233.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 231.6 | |
| Total | 91 | 233.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002012065] |
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|---|---|---|
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The Ellerson Group Inc
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MD | 0.2 |
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0.2 | |
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The Abbit Management Corp
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Boone Wealth Advisors LLC
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FL | 0.2 |