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ELITE WEALTH MANAGEMENT, INC.
CRD 132122 · SEC 801-63310
1014 MARKET STREET, SUITE 100, KIRKLAND, WA, 98033, United States
Phone
425-828-4300
Fax
425-828-9700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$861.3M
Discretionary AUM
$860.5M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $90.4M |
| High net worth individuals | 174 | $770.2M |
| Other investment advisers | 4 | $786K |
States served
AZ, CA, NE, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD