Elite Wealth Management

Wealth Management Firm in Kirkland, WA

Firm Info
Address: 1014 Market St, Kirkland, WA 98033, USA
Phone: (425) 828-4300

Firm Size
Assets Under Management: $841.9 million
# of Advisors: 3
# of Clients: 1,330
Client to Advisor Ratio: 443:1
Average Account Size: $632,985
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Other Investment Advisors

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Elite Wealth Management, Inc. Overview

Elite Wealth Management, Inc. is an investment advisory firm that has been in business for over 15 years, since 2004. The firm is headquartered in Kirkland, WA and operates as an investment advice only registered advisory firm. The firm is focused on providing investment advice to individuals and small businesses, with a specialty in portfolio management. Elite Wealth Management, Inc. operates on a fee-based schedule, providing transparency in the cost of its services. The fee-based model ensures that the firm's interests are always aligned with the goals of its clients. In addition to portfolio management for its clients, the firm also offers a unique service of selecting other advisors that will be the best match for a specific client. This service helps the firm provide a comprehensive approach to investment advisory services. Elite Wealth Management, Inc. is committed to providing the highest level of service for its clients, ensuring each client's financial goals and objectives are met in the most effective way.

Elite Wealth Management, Inc. provides financial services to a diverse range of clients, including individuals, high net worth individuals, and other investment advisors. The team at Elite Wealth Management, Inc. recognizes that each client has unique financial goals and offers an array of services to meet those needs. Their experience and expertise in the financial industry allow the firm to tailor their approach to each client's specific circumstances. Elite Wealth Management, Inc. offers a variety of fee structures depending on the services provided. The team typically charges a percentage of assets under management (AUM) for their investment advisory services. The percentage varies depending on the client's portfolio size and investment strategy. Additionally, the firm may also charge an hourly rate for financial planning or annual retainer fee for ongoing services. Elite Wealth Management, Inc. prioritizes transparency and ensures that clients fully understand the fees associated with their services. They maintain an open line of communication with their clients to ensure that they feel confident about the value they receive for their financial investment.

Typical Clients, Fee Structures & Investment Minimum

Based on the Part 2 Brochure for Elite Wealth Management, Inc., it is not mentioned if the firm has an investment minimum.

How This Office Can Help Kirkland, WA Residents

Elite Wealth Management is a financial advisory firm that provides customized investment solutions to individuals and businesses in Kirkland, WA. Its team of experienced advisors works closely with clients to understand their unique financial situations and tailor investment plans that align with their long-term goals. Whether someone living in Kirkland, WA is planning for retirement, saving for education, or looking to optimize their portfolio, Elite Wealth Management has a range of financial planning services to help them achieve their objectives. One of the specific financial situations that someone in Kirkland, WA might be facing is managing their retirement savings. With the cost of living in the Seattle metro area increasing, individuals need to be diligent about their retirement planning. Elite Wealth Management can help clients navigate the complexities of 401(k) and IRA investments and create a retirement income plan that aligns with their desired lifestyle. Additionally, they can provide guidance on minimizing taxes and maximizing social security benefits, which are critical components of a comprehensive retirement strategy.

To view the Minimum Investment and Fee Schedule for Elite Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Elite Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Elite Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1014 Market St, Kirkland, WA 98033, USA
Phone (425) 828-4300
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Elite Wealth Management, Inc. is registered to service clients in the following states:

  • Oregon
  • Washington

Disciplinary History

Elite Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.