ELITE WEALTH PARTNERS, LLC

ELITE WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 289355). Regulatory assets under management: $9.6M.

Registration

• CRD: 289355
• Type: Registered investment adviser
• Phone: 515-371-4421
• Latest filing: 2025-03-12
• Regulatory AUM: $9.6M
• Non-discretionary AUM: $9.6M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289355 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search