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Building 2ELITE WEALTH MANAGEMENT, INC.

Map pinKIRKLAND, WA
Phone425-828-4300
NotebookSEC #801-63310
Total AUM
$861.3M
Employees
5
Clients
469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1014 MARKET STREET
SUITE 100
KIRKLAND
WA 98033
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
425-828-4300

ReceiptFinancials

Total AUM
$861.3M
Accounts
1,510
Discretionary
$860.5M
Accounts
1,506
Non-Discretionary
$786.3K
Accounts
4

ContactClients

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Individual Clients
291
AUM
$90.4M
HNW Individual Clients
174
AUM
$770.2M
Investment Advisor Clients
4
AUM
$786.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AZCAFLNEORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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