A complete list of active advisors currently associated with Elite-Pro Wealth Advisors LLC

Warmer can help you find a great advisor at Elite-Pro Wealth Advisors LLC or one who fits your needs even better.

The firm provides investment management and advisory services to a small number of clients, including individual (non‑high‑net‑worth) investors, trusts, and business entities, and reports roughly $100,000 in assets under management. Its service set includes traditional equities and fixed income, mutual funds and ETFs, options and other derivatives, insurance products, and the ability to recommend sub‑advisers or third‑party money managers. Investment work is tailored by client objectives and may follow one of several strategies (value, growth, impact, income, or small‑cap) using both fundamental and technical analysis, with ongoing monitoring and periodic rebalancing. The brochure both describes discretionary portfolio management and separately reports a small amount of non‑discretionary AUM, and it explicitly addresses use of derivatives (options) and the attendant risks in managed accounts. Noteworthy for a firm of this size, it combines percentage‑of‑AUM advisory billing with affiliated individuals who are licensed insurance agents and may receive commission compensation for insurance sales, a hybrid the brochure discloses as a potential conflict of interest. The firm also notes it does not participate in wrap‑fee programs, does not act as a private‑fund adviser, and emphasizes formal recordkeeping, CRM use, and at‑least‑annual in‑person client reviews.

To learn more about the advisors currently working at Elite-Pro Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.