Elite Wealth Management is an investment advisor in Kirkland with $841.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Elite Wealth Management, LLC
SEC CIK
IRS number
760760254
SEC advisor number
801-63310
FINRA CRD number
132122
AUM ?
$996.33 mm
(as of 9 Feb 24)
Accounts
1,754
(as of 9 Feb 24)
Employees
6
(4 investment advisory or research)
Address
Elite Wealth Management
1014 MARKET STREET
SUITE 100
KIRKLAND
WA 98033
1014 MARKET STREET
SUITE 100
KIRKLAND
WA 98033
Phone
4258284300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22