ELITE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$1.1M

Discretionary

$1.1M

100% of AUM

Avg account

$11.1K

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 operates as an independent registered investment advisor, focusing on providing tailored financial services to individuals and families. The firm emphasizes a client-centric approach, offering a range of advisory activities including financial planning, portfolio management for both individuals and small businesses, and pension consulting services. Elite Wealth Management is not classified as a multi-state adviser and does not engage in capital allocation, which highlights its focus on personalized client relationships rather than broader investment strategies.