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

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

Elite Wealth Management provides fee-only, discretionary investment portfolio management and on-request financial planning to individuals, high-net-worth clients, families, trusts, and retirement plan participants. The firm generally applies a percentage-of-assets fee schedule and typically requires a $100,000 household minimum, which may be reduced or waived on a case-by-case basis. Portfolios are built from a client-completed Risk Profile and typically use broad diversification across asset classes, with target allocations, periodic rebalancing, and the use of ETFs, mutual funds, and individual securities; the firm cites use of tools such as Kwanti for portfolio analysis. Where suitable for a client’s risk tolerance and time horizon, the firm also employs a concentrated, active/tactical stock model that seeks long‑term appreciation with up to ten positions and may be undiversified and tax‑inefficient. A distinctive disclosure in the brochure is the firm’s use of borrowing in separately managed accounts, a practice that is uncommon among similar independent advisers and may interact with its tactical strategies. The firm is a solo, fee‑only adviser managing roughly $80 million for about 74 clients, operates under discretionary authority via limited powers of attorney, deducts fees directly from custodian accounts (constructive custody), and does not vote client proxies.

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