Assets Under Management
$996.1M
Number of Clients
542
Number of Advisors
2
Average Client AUM
$1.8M
AUM per Advisor
$498.0M
Compensation
Fee-Only (AUM)
Elite Wealth Management offers investment advisory services, consulting with clients to determine risk tolerance and investment needs. They manage investment strategies using ETFs, individual equities, alternative investments, and options. They also provide model portfolios through third-party manager platforms.
1014 Market Street, Suite 100, Kirkland, WA, 98033