ProAthlete Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$401,893,000
Clients
203
Advisors
4
across 3 offices
About
ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services to individuals (including high‑net‑worth clients) and business entities. Concierge and business management services are coordinated through its affiliated firm, ProAthlete Business Management (PABM), which the brochure describes as focused on the unique needs of professional athletes and may include cash‑management, bill‑paying, travel coordination, and assistance with tax filing.
The firm combines fundamental and technical analysis and uses both in‑house and third‑party managers with strategic and tactical asset allocation to align portfolios with clients’ objectives and risk tolerance. Its disclosure describes a broad trading toolkit (including options, margin and short sales where appropriate), discretionary management with at least quarterly reviews, and an explicit fiduciary standard when advising on retirement plan accounts and IRAs.
ProAthlete manages over $402 million in client assets while operating with four advisors, a scale the brochure highlights as significant relative to its small advisory team. The firm’s affiliation with PABM, the emphasis on concierge services for professional athletes, the presence of advisors who are dually registered with a broker‑dealer, and custody relationships with major custodians (including a recently added Interactive Brokers relationship) are identified in the brochure as operational features the firm discloses and monitors for potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.50% $2,000,000 - $4,000,000: 1.35% $4,000,000 - $5,000,000: 1.25% $5,000,000+: 1.15%
Commissions earned by dually registered persons through Peak Brokerage Services for certain securities or investment products, no additional asset-based fee is charged for these products.
Account minimum: $500,000
Main office
See office4401 N. Federal Highway, Suite 201
Boca Raton FL 33431
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Louisiana · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Virginia · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Regan F
CFP®, Series 66
Nashville, TN
ProAthlete Wealth Management LLC
Regan Flaherty is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked at firms including Peak Brokerage Services, Wells Fargo Clearing Services, and Raymond James & Associates. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, and concierge services primarily to high-net-worth individuals and business entities, including professional athletes. The firm combines fundamental and technical analysis with both in-house and third-party managers, tailoring portfolios to clients’ objectives and risk tolerances while offering integrated business-management support.
George L
Series 63, Series 65
Boca Raton, FL
ProAthlete Wealth Management LLC
George Landa is a financial advisor with ProAthlete Wealth Management LLC in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Peak Brokerage Services, National Asset Management, and National Securities Corporation. He also owns ProAthlete Business Management, which provides non-investment business and personal financial guidance to clients. ProAthlete Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and business entities. The firm combines fundamental and technical analysis with both in-house and third-party managers, integrating concierge and business-management services tailored primarily to professional athletes and other high-net-worth individuals.
Stephen V
Series 65
Scarsdale, NY
ProAthlete Wealth Management LLC
Stephen Varlotta is a Series 65-licensed advisor at ProAthlete Wealth Management LLC with no prior industry experience. His work history includes roles at SL Green Realty Corporation, Greystone Monticello, Piper Sandler, and academic positions at the University of Southern California Marshall School of Business and Syracuse University. ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services primarily to individuals, including high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, serving a client base that includes professional athletes with specialized concierge support.
Michael L
CFP®, Series 66
Boca Raton, FL
ProAthlete Wealth Management LLC
Michael Landa is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked with ProAthlete Financial Group and American Heritage Boca/Delrey. Landa is also affiliated with New York University. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, consulting, and concierge services primarily to high-net-worth individuals and business entities, with a focus on professional athletes. The firm employs a combined fundamental and technical investment approach and integrates business-management support alongside traditional advisory services.
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