A complete list of active advisors currently associated with Elite Wealth Management, Inc.

Warmer can help you find a great advisor at Elite Wealth Management, Inc. or one who fits your needs even better.

Elite Wealth Management serves individual and high‑net‑worth clients as well as retirement plans, charitable organizations, foundations and small businesses. The firm offers wrap‑fee asset management, financial planning and consulting, retirement‑plan services (including participant education) and ERISA fiduciary options such as discretionary 3(38) plan management. The firm implements portfolios through a suite of model strategies—ETF, sector rotation, equity breakaway, tactical and fixed‑income approaches—using fundamental, technical and cyclical analysis and third‑party ranking data (Sherman Sheets) to guide allocations and rebalancing. It documents client objectives with written Investment Policy Statements, conducts ongoing monitoring and reporting, and offers additional implementation options such as structured‑note selections and coordinated custodial onboarding for plan and retail accounts. Elite Wealth Management is notable among peer teams for a high client‑to‑advisor ratio (roughly 200+ clients per advisor), an ownership structure tied to a related retirement holding entity and affiliated service relationships that extend to a medical/member program. Its advisers are licensed insurance agents who devote a material portion of time to insurance product sales, the firm sponsors a wrap‑fee program, and it runs participant meetings, educational workshops and fiduciary education for plan committees—features that are less common for firms in this category.

To learn more about the advisors currently working at Elite Wealth Management, Inc., 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.