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ELITE WEALTH MANAGEMENT, INC.
CRD 132122File 801-63310
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$861.3M
Above cohort median (national)
Discretionary AUM
$860.5M
Non-discretionary $786K
Clients
469
1,510 accounts
Employees
5
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 2, 2004
- Principal office
- 1014 MARKET STREET, SUITE 100, KIRKLAND, WA, 98033
- Phone
- 425-828-4300
- Website
- https://www.elitewm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $861.3M
- Discretionary AUM
- $860.5M
- Non-discretionary AUM
- $786K
- Discretionary accounts
- 1,506
- Non-discretionary accounts
- 4
- Total accounts
- 1,510
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4 | $786K |
| High net worth individuals | 174 | $770.2M |
| Individuals (other than high net worth individuals) | 291 | $90.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11A2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.