Stephen Varlotta
ProAthlete Wealth Management · Boca Raton, Florida
Stephen Varlotta is a fee-only financial advisor at ProAthlete Wealth Management in Boca Raton, Florida. Stephen focuses on estate & legacy planning. ProAthlete Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | ProAthlete Wealth Management |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $402.2M across 205 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7300969 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pawm.com |
| Profile |
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Questions about Stephen
Is Stephen Varlotta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and ProAthlete Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, ProAthlete Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephen Varlotta based?
Stephen Varlotta is based in Boca Raton, Florida.
What does Stephen specialize in?
Stephen's specialties include estate & legacy planning. Stephen works with ultra high net worth.
Is Stephen Varlotta registered with the SEC?
Yes. Stephen Varlotta is registered as an investment adviser representative in NY (CRD 7300969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ProAthlete Wealth Management manage?
ProAthlete Wealth Management reports $402.2M across 205 accounts in assets under management.
How do I contact Stephen Varlotta?
Through Stephen's website, www.pawm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- ProAthlete Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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