Elite Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,633,587
Clients
51
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$188,894
About
The firm provides investment advisory and written financial planning and consulting services to individuals, high‑net‑worth clients and business clients, including portfolio management through third‑party sub‑advisors, modular and full financial plans, insurance reviews, and educational workshops. It reports managing about $9.6 million in client assets for roughly 50 clients and offers implementation assistance when clients elect to act on recommendations.
The firm typically places client assets into model portfolios managed by unaffiliated sub‑advisors selected through advisory platforms and structures client engagements around a ten‑step personalized financial health checklist that covers investment reviews, life and long‑term care insurance, Social Security timing, lifetime income planning, and estate considerations. Accounts are generally managed on a non‑discretionary basis, meaning the adviser seeks client approval before effecting trades and allows clients to impose investment restrictions.
Noteworthy distinctions include that the firm’s principal is also licensed to sell insurance and may recommend and implement life, disability, annuities and other insurance products in a separate capacity, a practice the brochure discloses can create conflicts of interest because commissions may offset advisory fees. The firm also offers public and employer workshops, receives portions of fees from recommended sub‑advisors and product sponsors, and has disclosed a contested administrative cease‑and‑desist order alleging unregistered securities activity related to an affiliated fund, which the firm and its principal dispute.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Financial consulting - not resulting in a financial plan
Financial consulting - not resulting in a financial plan
Expertise
Social Security optimization
Retirement income strategy
Long-term care insurance
General estate planning guidance
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning services ranging from $1,000 (simple plans) to $2,500 (complex plans)
0.25% - 1.8% (annual asset management fee)
Commissions may be charged if client purchases insurance products through investment adviser representative acting as insurance agent
$250 per hour for financial planning and consulting services
Minimum fee: Minimum fee for financial planning services is $250 (hourly basis) or $1,000 (fixed fee for simple plans) or $2,500 (fixed fee for complex plans) Fee-only: Financial planning and consulting services charged on hourly basis ($250/hour) or fixed fee basis ($1,000 to $2,500 depending on complexity)
Main office location
Elite Wealth Partners, LLC
Johnston IA, United States
Number of offices
1
Most active in
Elite Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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