Athlete Wealth Management Group

Overview

The firm’s public website brands its offering as “AWM | The Athlete Family Office.”² It describes a human-centered wealth-management approach for professional athlete families.³ Its family-office services address wealth, business and family needs through an integrated team.⁵

History

The available facts identify PROATHLETE WEALTH MANAGEMENT LLC as an SEC-registered investment adviser with CRD 317372 and SEC file 801-123310.¹

Leadership

Brandon Averill is CEO, Partner and Family Office Advisor.¹⁴ Erik Averill is Partner and Family Office Advisor.¹⁵ Justin Dyer is Chief Investment Officer, Partner and Family Office Advisor.¹⁶ Robert McConchie is CFO and Partner.¹⁷ Debbie Lynch is Chief Compliance Officer.¹⁸ Charles Sarvari is Director of Operations.¹⁹ Jay Santana is Director of Tax.²⁰ Anne Averill is Investment Consultant.²¹

Services

AWM lists investing, investment advisory, venture capital and real-estate advisory among its services.⁶ Its planning services include financial planning, retirement planning, 401(k), Roth IRA and education planning.⁷ Tax services include tax compliance and planning, bookkeeping and payroll.⁸ The firm also lists philanthropy, estate planning, estate and wealth transfer, and family financial support.⁹ Additional services include privacy and protection, risk management, insurance and benefits, and cash management.¹⁰ Family support services include family coaching, career transition, travel and relocation, business management and bill pay.¹¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

The firm serves professional athletes and their families, with website sections for NFL, MLB, PGA and NHL.⁴

Investment philosophy and approach

The firm says its philosophy begins with each client’s priorities and values.¹² It says assets are reviewed first for mission and then for financial fit.¹²

FAQs

Related resources

• LocationMultifamily offices in Phoenix

  This Phoenix directory helps readers compare local multifamily office options while considering services such as investment management, financial planning, tax planning, and bill pay. It provides regional context for a family or business owner seeking advice in the same market as PROATHLETE WEALTH MANAGEMENT LLC.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and related estate decisions. These materials can help a professional athlete or business-owning family prepare questions about estate planning, tax planning, philanthropy, and intergenerational transfers before speaking with an adviser.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to learn how families organize investment oversight, administration, private investments, retirement planning, and family governance when assessing services relevant to their own circumstances.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office. A reader can use the distinctions to consider whether their needs center mainly on portfolio oversight or also include financial planning, tax and estate coordination, risk management, and administration.

• Similar firmsSharpePoint
  TFO Family Office Partners
  AWM Capital, LLC

  Profiles of SharpePoint, TFO Family Office Partners, and AWM Capital, LLC give readers additional firms to review on this site. Comparing their stated services and client focus with an adviser serving professional athletes and families can help clarify which questions to ask about investments, planning, insurance, and family administration.

Sources

1. Form ADV, CRD 317372 , accessed/as of June 4, 2025.
2. AWM | The Athlete Family Office , accessed October 23, 2026.
3. AWM website and services , accessed October 23, 2026.
4. AWM website and services , accessed October 23, 2026.
5. AWM website and services , accessed October 23, 2026.
6. AWM services , accessed October 23, 2026.
7. AWM services , accessed October 23, 2026.
8. AWM services , accessed October 23, 2026.
9. AWM services , accessed October 23, 2026.
10. AWM services , accessed October 23, 2026.
11. AWM services , accessed October 23, 2026.
12. AWM team and website , accessed October 23, 2026.
13. AWM website and team , accessed October 23, 2026.
14. AWM team , accessed October 23, 2026.
15. AWM team , accessed October 23, 2026.
16. AWM team , accessed October 23, 2026.
17. AWM team , accessed October 23, 2026.
18. AWM team , accessed October 23, 2026.
19. AWM team , accessed October 23, 2026.
20. AWM team , accessed October 23, 2026.
21. AWM team , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.