Elite-Pro Wealth Advisors LLC

RIASEC Registered
Total AUM
$100K
Discretionary
$0
0% of AUM
Avg account
$6.7K
Accounts
15
Advisory reps
1

Firm details

Headquarters
,
CRD number
312885
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Elite Pro Wealth Advisors LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific category, which allows for a flexible approach to investment strategies. Elite Pro Wealth Advisors engages in various business activities, including serving as an insurance broker, while its advisory activities center around managing client portfolios. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Andre Thomas

    Senior PrincipalCRD 2734126

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth