ProAthlete Wealth Management

EST. AUM
$402,180,000

CONTACTS
3

CLIENT ACCOUNTS
205

Firm Details

Metro area Boca Raton, FL
CRD Number 317372
Website pawm.com
Client types

Overview

ProAthlete is a boutique wealth management firm that specializes in guiding its diverse roster of athletes, high net worth individuals, and entertainers to financial security and generational wealth. The firm strives to help clients understand their financial prospects, identify short and long-term goals, and formulate a tailored plan to help them maximize life-long wealth. As an independent Registered Investment Advisor (RIA), ProAthlete is able to access a broad array of growth opportunities on behalf of its clients, without the limitations of typical banking and investment firms. It employs diversified strategies among various asset classes, geographic regions, and investment styles with the goal of managing risk while keeping the focus on maintaining expected after-tax returns. Their fiduciary responsibility to clients is their top priority and a guiding principle for the firm.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

ProAthlete Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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