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ELITE WEALTH MANAGEMENT, INC.

KIRKLAND, WA · CRD 132122 · IAPD ↗ · elitewm.com · 425-828-4300

$861.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ELITE WEALTH MANAGEMENT, INC. notice-filed in FL, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — ELITE WEALTH MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
49
March 2024 — ELITE WEALTH MANAGEMENT, INC. notice-filed in AZ, CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — ELITE WEALTH MANAGEMENT, INC. reported RAUM up 34% ($742.2M -> $996.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.