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ProAthlete Wealth Management LLC

Updated today

Client assets under management

$401,893,000

Clients

203

91% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

51

Typical

Average account size

$1,979,768

About

ProAthlete Wealth Management serves individual clients — including high-net-worth individuals — and retirement plan sponsors, providing financial planning, investment consulting, and both discretionary and non-discretionary portfolio management. The firm emphasizes implementation and coordination with other professionals (attorneys, CPAs, insurance agents) and can provide participant education and retirement-plan menu design for plan sponsors.

Investment programs are tailored to client objectives and can be documented in a customized Investment Policy Statement; the firm uses strategic and tactical asset allocation across mutual funds, ETFs, separately managed accounts and may utilize fundamental, technical and charting analysis, options, and short- and long-term trading strategies. ProAthlete also places client assets with unaffiliated third‑party money managers when appropriate, conducts periodic reviews and delivers quarterly reports on holdings and performance.

Distinctive features include its operating relationship within the Quincy Wells network and an affiliation with a broker‑dealer, Quincy Wells Capital LLC, which the firm may use for trade execution and which can act as a placement agent for alternative investments — arrangements that the firm discloses as potential conflicts of interest. The firm’s advisor model provides IARs with transition support, marketing assistance and, in some cases, loans, and it generally does not impose firmwide account minimums while offering multiple fee arrangements that can be negotiated.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General tax planning Wealth management Options & derivatives strategies

Fee options

Fixed

Fixed fees negotiated depending on the type of service (specific amounts not stated)

Percentage
Project-based

Hourly charges for wealth management services or financial planning (specific hourly rates not stated)

Other

Fee-only: Hourly fee charged for wealth management services or financial planning (specific rates not stated)

Main office location

ProAthlete Wealth Management LLC

4401 N. Federal Highway, Suite 201

Boca Raton FL 33431, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Retirement income strategy General tax planning Wealth management Options & derivatives strategies
user avatar

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.

Retirement income strategy General tax planning Wealth management Options & derivatives strategies
user avatar

Stephen V

Series 65

Scarsdale, NY

ProAthlete Wealth Management LLC

Stephen Varlotta is a financial advisor at ProAthlete Wealth Management LLC holding a Series 65 designation. He has previously worked at SL Green Realty Corporation, Greystone Monticello, and Piper Sandler. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, consulting, and concierge services to individuals and business entities, including high-net-worth clients. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, tailoring portfolios to client objectives and risk tolerances.

Retirement income strategy General tax planning Wealth management Options & derivatives strategies
user avatar

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.

Retirement income strategy General tax planning Wealth management Options & derivatives strategies
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