Elitegate Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EliteGate provides discretionary wealth management and financial planning to individuals and high‑net‑worth clients, generally requiring a minimum relationship size of $500,000 (which the firm may waive). Services described in the brochure include ongoing portfolio management, retirement account advice, and both ongoing and stand‑alone financial planning delivered through model portfolios composed mainly of low‑cost mutual funds, ETFs, individual equities and bonds, with occasional use of alternative investments.
The firm operates as a fiduciary and pursues a primarily long‑term investment approach informed by fundamental and cyclical analysis and an internal due‑diligence process, constructing and monitoring model allocations tailored to client goals and risk tolerance. EliteGate may rebalance, harvest gains or losses, or trade shorter term when needed to meet client objectives, sector views, tax considerations, or liquidity needs.
Noteworthy distinctions are that EliteGate is also a licensed insurance agency and certain advisory personnel are registered representatives of a broker‑dealer, so insurance and commission‑based brokerage implementations may occur separately from its advisory business (the brochure states the firm will not collect both an ongoing advisory fee and a commission on the same assets). The firm is newly established and currently reports no assets under management while operating with three advisers and an affiliated private‑equity entity that may offer accredited‑investor opportunities; several advisers also disclose outside business activities such as consulting, rental property interests, and part‑time employment.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for stand-alone financial planning services ranging from $2,500 to $10,000 per engagement
Up to 1.50% annually (fee range based on services, asset level, complexity, and relationship)
Commission income for insurance products sold; advisory persons registered representatives may earn commissions on securities transactions done through broker-dealer
Account minimum: $500,000 (may be waived or reduced at Advisor's discretion) Fee-only: Financial planning fee $250 to $1,250 per quarter for clients under $2,000,000 relationship size; stand-alone financial planning fixed fee $2,500 to $10,000 per engagement
Main office
Pflugerville TX
Advisors at this office
3
Most active in
Connecticut · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Christopher M
Series 63, Series 66
Pflugerville, TX
Elitegate Wealth, LLC
Christopher Miller is a financial advisor at Elitegate Wealth, LLC with 22 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 18 years and Valic Financial Advisors for 2 years. Outside of his advisory role, Miller is involved in corporate business consulting focused on change management and project management through CJM Ashton, LLC, and holds a minority ownership in an automotive service business. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily for individuals and high-net-worth clients. The firm employs a long-term investment approach using model portfolios that include mutual funds, ETFs, individual equities, and bonds, and also operates as a licensed insurance agency with affiliated private equity opportunities.
David P
Series 65
Pflugerville, TX
Elitegate Wealth, LLC
David Pizzi is a financial advisor at EliteGate Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining EliteGate, he worked at First Republic Bank and was involved with two private companies, Modern Remedy Homes LLC and Zipper Integrated Marketing LLC. EliteGate Wealth provides discretionary wealth management and financial planning services to individuals and high-net-worth clients, using model portfolios primarily composed of low-cost mutual funds, ETFs, individual equities, and bonds. The firm follows a fiduciary duty and a primarily long-term investment approach informed by fundamental and cyclical analysis.
Hasan I
CFA®
Pflugerville, TX
Elitegate Wealth, LLC
Hasan Iqbal is a CFA® charterholder with one year of experience at Elitegate Wealth, LLC. Prior to joining Elitegate, he worked for 15 years at MCB Bank Limited. He also serves as a substitute teacher with the Pflugerville Independent School District. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients, using model portfolios focused on low-cost mutual funds, ETFs, individual equities, and bonds. The firm operates as a fiduciary with a long-term investment approach informed by fundamental and cyclical analysis.
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