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Building 2PROATHLETE WEALTH MANAGEMENT LLC

Map pinBOCA RATON, FL
Phone561-988-5540
NotebookSEC #801-123310
Total AUM
$402.2M
Employees
5
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4401 N. FEDERAL HIGHWAY, SUITE 201
BOCA RATON
FL 33431
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
561-988-5540

ReceiptFinancials

Total AUM
$402.2M
Accounts
205
Discretionary
$402.2M
Accounts
205
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$7.4M
HNW Individual Clients
185
AUM
$394.5M
Corporation or Business Clients
2
AUM
$287K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILLAMAMIMNMONCNENJNVNYOHOKPATNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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