1014 Market Street
Suite 100
Kirkland, Washington 98033
Tel: 425-828-4300
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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