ELITE WEALTH MANAGEMENT, INC.

Company Profile

As of Date 06/03/2026
ADV Location United States, WA
Websites
AUM* 1,022,744,059 -11%
of that, discretionary 1,021,957,716 -11%
Number of Employees 10
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
Avg Account Size 330,664 3%
High Net Worth 15.60% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Disclosure Reporting

11.A(2) Charged with felony
View 1 DRP Record

Recent News

Reported AUM

1B 985M 821M 656M 492M 328M 164M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM