Elite Focus Private Wealth, LLC

Overview

Elite Focus Private Wealth, LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm targets high-net-worth individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. It operates as a capital allocator—placing client capital into external managers and pooled products rather than operating as a large, vertically integrated asset manager. Investment activity is concentrated and client-specific: the firm’s portfolios lean heavily toward public mutual funds and commingled vehicles, with meaningful use of separate managed accounts. Elite Focus is not an ESG-focused manager and does not present itself as a multi-state or pension consultant. Fees are charged as a percentage of assets under management or on a fixed-fee basis, which aligns with a bespoke, advisory relationship for a small number of high-balance clients.

Assets & Accounts

Investments & Alternatives

Location & Offices