ELITE WEALTH MANAGEMENT, LLC

ELITE WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 317481). Regulatory assets under management: $1.6M.

Registration

• CRD: 317481
• Type: Registered investment adviser
• Location: 2727 CAMINO DEL RIO S, SAN DIEGO, CA, 92108
• Phone: 858-372-2762
• Latest filing: 2026-06-09
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 2
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317481 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search