Elite Wealthcare LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elite WealthCare LLC provides discretionary portfolio management, financial planning, and financial consulting to individuals — including high-net-worth clients — as well as corporations and other business entities. The firm offers advice across a broad set of investments, including equities, fixed income, mutual funds, ETFs, REITs, and variable annuities, and will also advise on investments clients already hold.
The firm typically manages accounts on a discretionary basis and tailors strategies to each client’s objectives, risk tolerance, and time horizon, drawing on methods such as fundamental analysis and modern portfolio theory and employing both long- and short-term purchase strategies. Tax efficiency is not the primary objective unless specifically agreed to in writing, and the firm does not provide standalone cash management services.
As a small, single-adviser practice with a modest asset base and limited client roster, the firm routinely requires clients to direct brokerage to specified custodians rather than seeking execution across multiple brokers, and it forwards proxy materials to clients rather than voting proxies on their behalf. It also offers standalone financial planning on a fixed-fee basis and separate hourly financial consulting in addition to its asset‑based management, which may appeal to clients seeking different engagement models.
Client services
Expertise
Fee options
Financial planning fixed fees generally ranging from $1,500 to $5,000, negotiable
$0 - $19,999: $150-$300 fixed annual fee $20,000 - $1,000,000: 1% - 1.5% annually $1,000,001+: .85% - 1% annually
$250 - $350 per hour for financial consulting services
Account minimum: $20,000 Minimum fee: $200 annual minimum fee to open and maintain an advisory account, may be waived at discretion Fee-only: Portfolio management fees, financial planning fixed fees, consulting hourly fees; no commissions charged by firm
Main office
Lawrenceville GA
Advisors at this office
1
Most active in
Georgia
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
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”)