RIA Intel›Advisers›Colorado›ELITE WEALTH MANAGEMENT, LLC

ELITE WEALTH MANAGEMENT, LLC

Advisory

CO

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CO
#581
of 720 advisers by AUM
Average account
$392K
across 204 accounts
AUM per adviser
$80M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$80M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$80M
Discretionary AUM$80M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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+33.3% 1Y
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FRIER PLANNING CONCEPTS, INC.
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$80M
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ATHENAINVEST ADVISORS LLC
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$80M
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MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC.
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$79M
-5.1% 1Y

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