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

ELITE WEALTH MANAGEMENT, LLC

Advisory

SAN DIEGO, CA

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in CA

#5,204

of 5,480 advisers by AUM

Average account

$46K

across 35 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

COBB, ROBERT DOUGLAS

SANTA ANA, CA

$2M

GREYFOX INVESTORS LLC

$2M

WHISPER FINANCIAL LLC

$2M

JG WEALTH MANAGEMENT, LLC

ALISO VIEJO, CA

$2M

SUMMIT GATES CAPITAL LLC

$2M

CONTRERAS FINANCIAL, INC.

$2M

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