# ProAthlete Wealth Management

ProAthlete Wealth Management is a Bank / Wealth / Trust based in Boca Raton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** 4401 N Federal Hwy, Ste 201, Boca Raton, FL 33431, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** pawm.com
- **LinkedIn:** https://www.linkedin.com/company/proathlete-wealth-management

## Regulatory record

- **CRD number:** 317372
- **SEC file number:** 801-123310
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317372

## About

Founded in 1997 as a specialized advisory group, ProAthlete Wealth Management formalized its independence by becoming a registered investment advisor in 2022. The firm has spent three decades focused on professional athletes and entertainers from its base in Boca Raton, Florida. Unlike advisors whose models depend on product sales or athlete-lending, ProAthlete describes its core activity as portfolio construction, retirement planning, budgeting, bill pay, and concierge services — all delivered through an open-architecture, fee-only RIA structure. The firm's stated investment posture centers on customized portfolio construction, placing client capital across traditional public-market allocations and what it terms emerging opportunities. It does not publicly detail sector concentrations, geographic mandates, or named fund commitments. The open-architecture framework implies access to third-party managers rather than an in-house direct-investment engine. The client roster spans multiple professional sports leagues, though the firm does not disclose specific portfolio companies, deals, or underlying manager relationships. The firm is structured as a boutique with a single office in Boca Raton. It does not publish team size, assets under advisement, or total client count. In 2022, the team transitioned from a prior advisory arrangement into ProAthlete Wealth Management, an RIA entity. There are no disclosed philanthropic foundations, real-estate arms, or adjacent vehicles operating under the same banner. What distinguishes the firm structurally from a generalist RIA is its exclusive focus on an athlete-client base with compressed earnings windows. The 2022 conversion to an independent RIA is the central governance event — it eliminates the broker-dealer conflicts that have historically plagued athlete-focused wealth management. No succession plan or external capital partnership has been made public.

## Questions

### Does the firm work exclusively with athletes?

No. While its primary branding targets professional athletes, the firm states it also serves entertainers and other high-net-worth individuals. Its specialization is built on understanding truncated earning periods and the unique liquidity-planning challenges those careers produce.

### How does the firm approach the high fraud and churn risk in athlete wealth management?

ProAthlete emphasizes transparency and education in its client materials, positioning itself as an objective voice that is willing to push back on poor decisions. The RIA structure carries a fiduciary duty that broker-dealer models do not, giving clients a regulatory backstop that aligns with the firm's stated stance against unqualified advice and risky ventures.

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Last updated: 2026-06-03T20:00:00.000Z

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