Boca Raton, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
ProAthlete Wealth Management LLC
Supported
Firm-wide stats for ProAthlete Wealth Management LLC
Clients per advisor
51 TypicalAvg AUM per client
$1,979,768 Very HighHNW client ratio
91% Very HighAbout
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.
Based on ProAthlete Wealth Management LLC
Location
4401 N. Federal Highway, Suite 201
Boca Raton FL 33431
Advisors at this office
2
Advisors at this office
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.
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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