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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 11-01-2021
- Office Locations
- 3
Office Locations
About Proathlete Wealth Management LLC
ProAthlete Wealth Management is an RIA that has served professional athletes, entertainers, and other high-net-worth individuals since 1997, transitioning the same team into an RIA in 2022. The firm delivers open-architecture portfolio construction and retirement planning alongside day-to-day wealth support like budgeting, bill pay, and concierge services, with an emphasis on objective analysis, education, and generational-wealth planning. Custodied with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE IGOR LANDA
Chief Executive Officer, Managing Member
- CRD
- #2948435
- Ownership
- 75% or more
Jonathan Frame
Chief Compliance Officer
- CRD
- #3057547
- Ownership
- Less than 5%
Momentum capital
Catalyst harbor fusion
- CRD
- #74250
- Ownership
- 8.2%
Showing 2 of 3 owners & executives
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REGAN Joseph FLAHERTY
Investment Advisor
- CRD
- #6385541
Michael Landa
Managing director
- CRD
- #7685968
Alpha crest
Pioneer meridian
- CRD
- #96597
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,180,000 | $1,961,854 |
| Non-Discretionary | $0 | -- |
| Total | $402,180,000 | $1,961,854 |
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Separately Managed Accounts
Total SMA Asset: $402,180,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,791,535,798 | 42.9% |
| Public Funds | $2,218,357,775 | 25.1% |
| Cash | $2,828,185,210 | 32.0% |
| Total | $8,838,078,783 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT UNISON | VECTOR EMBER | G1PHLWO9J | EQITA | 8.73% | $85,656,174 |
| TIMBER TIMBER BRIDGE | LEGACY MATRIX | X0H2E6225 | KNLIW | 7.62% | $15,353,002 |
| CREST EMBER FUSION | VERTEX OPTIMA | U4LE1I52Y | BBCX | 4.72% | $24,230,835 |
| CREST MOMENTUM | CREST ZENITH | 8U6ZE4MOC | NRD | 1.25% | $52,471,109 |
| VECTOR CAPITAL CREST | FUSION SIGNAL | T385AIUL1 | ZCOG | 10.74% | $54,262,009 |
| ATLAS BRIDGE QUANTUM | INSIGHT MOMENTUM | OP7N9NS70 | FCP | 11.73% | $16,056,438 |
| FOUNDATION ALPHA VECTOR | EMBER FRONTIER | B4LFTKPGF | CUZ | 2.12% | $1,968,356 |
| ATLAS VALUE PEAK | OAK CAPITAL | PU3RPNFVC | QMK | 12.41% | $7,657,676 |