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 provides discretionary investment management to individuals, high‑net‑worth clients, and other investment advisers/financial services firms. The firm offers several named strategies — Dynamic Option Overlay, Tactical Long/Short, Core Select, Global, and Dividend — delivered through separately managed accounts and model/white‑label programs, and generally charges fees as a percentage of assets under management. Elite’s onboarding relies on an investor questionnaire and an interactive process to set risk tolerance, time horizon, and objectives, with formal account reviews typically on a quarterly basis. Investment selection uses a mix of fundamental, technical, cyclical, and charting analysis, and portfolios may include ETFs, individual equities, alternative investments, options, and other derivatives; the firm also implements margin and other borrowing techniques where appropriate. Noteworthy differences from many peers include its provision of model and white‑label portfolios to third‑party managers and its practice of serving other investment adviser clients, as well as an affiliation with Lattice Capital Management and recommendations to invest in the Lattice Fund, which creates potential conflicts because personnel and resources are shared. The firm manages a relatively large asset base (approximately $861 million) relative to its reported adviser count and explicitly uses derivatives and borrowing (including portfolio margin for concentrated accounts) in separately managed accounts, a set of practices less common among team firms.
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.
Name |
Location |
Years of experience |
|---|---|---|
Kirkland, WA
| 2
| |
Kirkland, WA
| 20
|
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