RIA IntelAdvisersGeorgiaELITE WEALTHCARE LLC

ELITE WEALTHCARE LLC

Advisory

GA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account
$83K
across 35 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

DEBORAH L MATZ
$3M
INFINITY FINANCIAL WEALTH MANAGEMENT LLC
NORCROSS, GA
$3M
ABACUS WEALTH FACTORS, LLC
SAVANNAH, GA
$3M
LIFESTYLE FINANCIAL SERVICES, LLC
$3M
BJM FINANCIAL INC
DULUTH, GA
$3M
MANN ADVISORY SERVICES, LLC
EVANS, GA
$3M

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