Overview
Assets Under Management: $996 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 232
Average Client Assets: $4 million
Frequently Asked Questions
ELITE WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132122), ELITE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ELITE WEALTH MANAGEMENT, INC. is headquartered in KIRKLAND, WA.
ELITE WEALTH MANAGEMENT, INC. serves 232 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, ELITE WEALTH MANAGEMENT, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
ELITE WEALTH MANAGEMENT, INC. manages $996 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, ELITE WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 232
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.98
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,914
Discretionary Accounts: 1,903
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 132122
Last Filing Date: 2025-02-11 00:00:00
Website: https://elitewm.com