ATHLETES FINANCIAL ADVISERS, LLC

ATHLETES FINANCIAL ADVISERS, LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 284993). Regulatory assets under management: $67.1M.

Registration

• CRD: 284993
• Type: Registered investment adviser
• Location: 159 CROCKER PARK BLVD., WESTLAKE, OH, 44145
• Phone: 949-776-3310
• Latest filing: 2026-03-23
• Regulatory AUM: $67.1M
• Discretionary AUM: $67.1M
• Clients: 1
• Accounts: 152

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284993 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search