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ELITE WEALTH MANAGEMENT, INC.
1014 Market Street
Suite 100
Kirkland, Washington 98033
Tel: 425-828-4300
About ELITE WEALTH MANAGEMENT, INC.
ELITE WEALTH MANAGEMENT, INC, formally registered with the SEC as ELITE WEALTH MANAGEMENT, INC. The firm was established in 07/02/2004. They have over 2 offices throughout the country.
ELITE WEALTH MANAGEMENT, INC. is a Kirkland, Washington based Financial Planning firm with nearly $996,082,300 assets under management, offering retirement planning & investment advisory services to 1914 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132122 |
| SEC# | 801-63310 |
| Assets Managed by Firm | $996,082,300 |
| No. of Clients | 1914 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1914 | $996,082,300 |
| Individuals (other than high net worth individuals) | 306 | $88,958,298 |
| High net worth individuals | 232 | $906,223,385 |
| Other investment advisers | 4 | $900,617 |
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