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Proathlete Wealth Management LLC
ProAthlete Wealth Management LLC (PAWM) is a Boca Raton, Florida-based SEC-registered investment adviser founded in August 2017 and wholly owned by George I. Landa. The firm specializes in providing investment advisory, portfolio management, and financial planning services, tailored primarily to high-net-worth individuals, including professional athletes. As of June 2025, PAWM manages over $300 million in assets and employs 5 professionals. The firm offers discretionary and non-discretionary portfolio management, as well as personalized consulting and concierge services.
Investment Strategy
ProAthlete Wealth Management LLC utilizes both strategic and tactical asset allocation, personalizing investment advice based on each client's goals, risk tolerance, investment horizon, and tax considerations. The firm combines portfolio management with financial planning, offering both active and passive investment solutions, and regularly reviews client profiles to ensure ongoing alignment with client objectives. Asset allocation decisions factor in risk tolerance, time horizon, liquidity needs, and cost efficiency. PAWM also offers consulting and concierge services as part of a comprehensive wealth management solution, primarily serving high-net-worth individuals, including athletes.
Latest 13F Filing Activity
Proathlete Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 221 equity positions with a total 13F market value of $347M. The fund increased holdings in Ishares Core S&P 500 Etf, Ishares Russell 1000 Growth Etf, Ishares Core S&P Small Cap Etf among other positions. Proathlete Wealth Management LLC reduced exposure to Chipotle Mexican Grill I, Netflix Inc., Progressive Corp. Oh among others.
Top Holdings
Equity Positions (221)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 28.35% | $98.5M | 147,133 | $521.08 | $669.30 | +$10.3M |
I IWF | ISHARES RUSSELL 1000 GROWTH ETF | 14.12% | $49.1M | 104,754 | $356.13 | $468.41 | +$5.8M |
I IWD | ISHARES RUSSELL 1000 VALUE ETF | 8.22% | $28.5M | 140,218 | $184.45 | $203.59 | +$2.8M |
I IJR | ISHARES CORE S&P SMALL CAP ETF | 7.34% | $25.5M | 214,721 | $109.15 | $118.83 | +$3.0M |
Q QQQ | INVSC QQQ TRUST SRS 1 ETF | 5.15% | $17.9M | 29,773 | $436.65 | $600.37 | +$1.9M |
Industry Allocation
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