Elite Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elite Wealth Management provides continuous investment management and comprehensive financial planning to individuals and high‑net‑worth clients. The firm additionally offers employee benefit plan advisory to employer plan sponsors, assisting with plan structure, monitoring, selection of participant‑directed investment options, and participant education.
Portfolios are constructed using a mix of passive and active strategies and a range of analytical methods, including fundamental, technical, charting, and cyclical analysis, with account supervision guided by clients’ objectives, tax considerations, and any reasonable client‑imposed restrictions. For retirement plan engagements the firm emphasizes ongoing monitoring of plan structure and investment lineups and delivers participant education as part of its pension consulting services.
What is noteworthy about the firm is that it extends beyond individual wealth management into institutional pension consulting and employer plan services, and it regularly offers educational seminars and speaking engagements for groups and organizations. Operationally the firm manages accounts on an individualized basis rather than block trading and also leverages an automated model platform for certain lower‑balance clients, combining hands‑on advisory work with technology.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fee typically ranges from $2,500 to $15,000, negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%
$250.00 per hour, negotiable depending on complexity
Main office
2727 Camino Del Rio S, Suite 150
San Diego CA 92108
Advisors at this office
1
Most active in
California
Also doing business as
Elite Wealth Management Group · Elite Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)