Elite Wealth Management, LLC

RIASEC Registered

Total AUM

$1.6M

Discretionary

$1.6M

100% of AUM

Avg account

$45.7K

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 317481
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Elite Wealth Management, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm primarily serves individual and family clients while also providing portfolio management for small businesses and for business or institutional clients. Its advisory services include financial planning, discretionary portfolio management, pension consulting services and educational seminars or workshops. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also bill on an hourly or fixed-fee basis. Elite does not identify as an active ESG investor and is not described as a multi-state adviser.