Elite Wealth Management, Inc.

Overview

Elite Wealth Management, Inc. is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses, alongside selecting outside managers when appropriate. It identifies equities—particularly exchange-traded securities—as a primary preference and is not an active ESG investor. The firm also serves as an adviser and sponsor, acting as a general partner or managing member of pooled investment vehicles in addition to its advisory duties.

Assets & Accounts

Public Holdings

Investments & Alternatives