Elite Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,042,916
Total clients
74
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$1,081,661
About
Elite Wealth Management provides fee-only, discretionary investment portfolio management and on-request financial planning to individuals, high-net-worth clients, families, trusts, and retirement plan participants. The firm generally applies a percentage-of-assets fee schedule and typically requires a $100,000 household minimum, which may be reduced or waived on a case-by-case basis.
Portfolios are built from a client-completed Risk Profile and typically use broad diversification across asset classes, with target allocations, periodic rebalancing, and the use of ETFs, mutual funds, and individual securities; the firm cites use of tools such as Kwanti for portfolio analysis. Where suitable for a client’s risk tolerance and time horizon, the firm also employs a concentrated, active/tactical stock model that seeks long‑term appreciation with up to ten positions and may be undiversified and tax‑inefficient.
A distinctive disclosure in the brochure is the firm’s use of borrowing in separately managed accounts, a practice that is uncommon among similar independent advisers and may interact with its tactical strategies. The firm is a solo, fee‑only adviser managing roughly $80 million for about 74 clients, operates under discretionary authority via limited powers of attorney, deducts fees directly from custodian accounts (constructive custody), and does not vote client proxies.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
Flat fee agreed upon if account cannot be billed directly (e.g., 401(k))
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
Account minimum: $100,000 Fee-only: Fee-only independent advisory firm; no commissions or sales loads
Main office location
Elite Wealth Management
Parker CO, United States
Number of offices
2
Most active in
Elite Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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