A complete list of active advisors currently associated with EliteGate Wealth, LLC

Warmer can help you find a great advisor at EliteGate Wealth, LLC or one who fits your needs even better.

EliteGate Wealth, LLC is a registered investment adviser that provides discretionary investment management, model-portfolio implementation, and comprehensive financial planning for high‑net‑worth clients and accredited investors; the firm also facilitates private equity opportunities through an affiliated private equity entity. In its disclosure the firm reports no client assets under management at the effective date and operates with a two‑person advisory team. The firm’s investment process emphasizes model portfolios constructed from low‑cost mutual funds, ETFs, individual stocks and bonds, with a long‑term orientation informed by fundamental and cyclical analysis and the occasional use of alternative investments. EliteGate conducts internal due diligence on holdings and may allocate portions of client portfolios to unaffiliated independent managers, providing ongoing oversight of those managers. Noteworthy distinctions from many peers include the firm’s registration and activity as a licensed insurance agency and the presence of licensed insurance professionals who may receive commissions for insurance sales (with a stated policy not to take both a commission and an ongoing advisory fee on the same assets). The combination of an affiliated private equity sponsor and a documented practice of selecting and supervising third‑party investment managers is also atypical for firms of this size and business mix and is disclosed as a potential source of additional investment options and conflicts.

To learn more about the advisors currently working at EliteGate Wealth, LLC, 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.