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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 542 | 469 | decreased by73 |
| Apr 1, 2026 | AUM | $996,082,300 | $861,321,612 | decreased by$134,760,688 |
| Apr 1, 2026 | Accounts | 1,914 | 1,510 | decreased by404 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 439 | 542 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $841,869,654 | $996,082,300 | increased by$154,212,646 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,330 | 1,914 | increased by584 |
| Mar 1, 2022 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2022 | Clients | 395 | 439 | increased by44 |
| Mar 1, 2022 | AUM | $595,273,527 | $841,869,654 | increased by$246,596,127 |
| Mar 1, 2022 | Accounts | 1,098 | 1,330 | increased by232 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELITE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELITE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.