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ELITE FINANCIAL, INC.

LEWISTON, ID · CRD 286667 · IAPD ↗ · elitefinancialinc.net · 208-746-2007

$274.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — ELITE FINANCIAL, INC. notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — ELITE FINANCIAL, INC. reported RAUM up 40% ($171.2M -> $239.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — ELITE FINANCIAL, INC. notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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