Elite Wealthcare LLC
RIAState Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$83K
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 318420
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elite Wealthcare LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients and provides financial planning and portfolio management tailored to individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. According to filings, Elite Wealthcare is not positioned as a capital allocator and does not report multi-state adviser status or an ESG investment focus.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds45%
- Exchange Traded Equities44%
- Cash & Cash Equivalents11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations