Elite Wealth Management

Overview

Elite Wealth Management is a small, owner-operated LLC that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and structures client relationships around centrally managed equity exposure, using exchange-traded instruments as the primary building blocks. Firms of this profile typically emphasize liquid, low-cost implementation—index and sector ETFs alongside individually selected listed equities—while layering third-party alternative managers where client suitability warrants. The adviser does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Advisory activity is concentrated on individual and family clients, with an owner-driven operational model that keeps decision-making centralized and implementation largely through a single custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices