Elite Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kirkland, WA. Its latest Form ADV filing, dated March 30, 2026, reports $861M in regulatory assets under management, 5 employees, and 1,510 accounts.
Assets Under Management
$861M
Employees
5
Offices
--
Total Clients
469
Primary office
KIRKLAND, WA
1014 MARKET STREET, SUITE 100, KIRKLAND, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.0% of total clients.
Top client categories% of clientsClients
1
Individuals
62.0%
291
2
HNWI
37.1%
174
3
Other Advisers
0.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$861Mas of March 30, 2026
Discretionary99.9%
$861M
100% of total RAUM99.9%
Non-discretionary0.1%
$786K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$861M
Total Accounts1,510
10Y AUM Change+$631M (+274.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee94:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.