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ELITE WEALTH MANAGEMENT, LLC
CRD 317481
2727 CAMINO DEL RIO S, SUITE 150, SAN DIEGO, CA, 92108, United States
Phone
858-372-2762
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD