Elite-Pro Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 312885
- Website
- eliteprowealthadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Elite Pro Wealth Advisors LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific category, which allows for a flexible approach to investment strategies. Elite Pro Wealth Advisors engages in various business activities, including serving as an insurance broker, while its advisory activities center around managing client portfolios. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Andre Thomas
Senior PrincipalCRD 2734126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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