National Retirement Planning Experts

National Coverage
Local Professionals

ELITE WEALTH MANAGEMENT, INC.

1014 Market Street
Suite 100
Kirkland, Washington 98033
Tel: 425-828-4300

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#132122
SEC#801-63310
Assets Managed by Firm$996,082,300
No. of Clients1914
No. of Advisors7

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 ClientsAUM
Firm Total1914$996,082,300
Individuals (other than high net worth individuals)306$88,958,298
High net worth individuals232$906,223,385
Other investment advisers4$900,617

More Retirement Planning firms in Kirkland, Washington:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue, Suite 2800
Seattle, WA, 98104
$475,093,919,406163121877
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$82,657,150,657146653
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$52,480,583,05670944653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000
Seattle, WA, 98101
$24,747,000,0001795
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$23,026,995,11177656

Explore More Retirement Advisors in Kirkland, Washington