RIA Intel›Advisers›Iowa›ELITE WEALTH PARTNERS, LLC

ELITE WEALTH PARTNERS, LLC

Advisory

IA

Data as of Mar 12, 2025 · Source: SEC Form ADV

Average account

$127K

across 76 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

51 clients

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

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Advisers of similar size in IA

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

CALIBRATE WEALTH, LLC

$10M

FBL WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA

$9M

INVESTAMERICA INVESTMENT ADVISORS INC

CEDAR RAPIDS, IA

$9M

INVESTAMERICA NW MANAGEMENT, INC.

CEDAR RAPIDS, IA

$10M

KINGDOM WEALTH DEVELOPMENT, LLC

WEST DES MOINES, IA

$9M

FINANCIAL PLANNING SERVICES

$9M

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