E
Elite Wealthcare LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,906,220
Total clients
26
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$111,778
About
Elite WealthCare LLC provides discretionary portfolio management, financial planning, and financial consulting to individuals — including high-net-worth clients — as well as corporations and other business entities. The firm offers advice across a broad set of investments, including equities, fixed income, mutual funds, ETFs, REITs, and variable annuities, and will also advise on investments clients already hold.
The firm typically manages accounts on a discretionary basis and tailors strategies to each client’s objectives, risk tolerance, and time horizon, drawing on methods such as fundamental analysis and modern portfolio theory and employing both long- and short-term purchase strategies. Tax efficiency is not the primary objective unless specifically agreed to in writing, and the firm does not provide standalone cash management services.
As a small, single-adviser practice with a modest asset base and limited client roster, the firm routinely requires clients to direct brokerage to specified custodians rather than seeking execution across multiple brokers, and it forwards proxy materials to clients rather than voting proxies on their behalf. It also offers standalone financial planning on a fixed-fee basis and separate hourly financial consulting in addition to its asset‑based management, which may appeal to clients seeking different engagement models.
Client services
Financial planning
Portfolio management
Advisory consulting
Expertise
Wealth management
Fee options
Financial planning fixed fees generally ranging from $1,500 to $5,000, negotiable
$0 - $19,999: $150-$300 fixed annual fee $20,000 - $1,000,000: 1% - 1.5% annually $1,000,001+: .85% - 1% annually
$250 - $350 per hour for financial consulting services
Account minimum: $20,000 Minimum fee: $200 annual minimum fee to open and maintain an advisory account, may be waived at discretion Fee-only: Portfolio management fees, financial planning fixed fees, consulting hourly fees; no commissions charged by firm
Main office location
Elite Wealthcare LLC
Lawrenceville GA, United States
Number of offices
1
Most active in
Elite Wealthcare LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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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