Proathlete Wealth Management Llc
- Regulatory AUM
- $402M
- Discretionary
- $402M
- Clients
- 205
- Avg AUM / client
- $2.0M
- Accounts
- 205
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $7.4M | 1.84% |
| High net worth individuals | 185 | $395M | 98.1% |
| Corporations and other businesses | 2 | $287K | 0.07% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Igor Landa | Managing Member/Ceo | Aug 2017 (9y) | 75% or more | |
| Zubrute, Gintare | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Regan Joseph Flaherty | Registered representative | CFP | Jan 2025 (2y) | |
| Michael Landa | Registered representative | CFP | Dec 2025 (1y) | |
| Stephen P Varlotta | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $312M (78% of AUM) May 2026
- Interactive Brokers $10.0K (0% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗