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| Happy Holidays!! thanks for using AUM13F!! |
| Elite Wealth Management Inc
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| CRD # | 333159 |
| SEC # | 801-131559 |
| CIK # | 0001622757 |
| AUM | $153.4 M (2025-02-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 715-341-8899 |
| Address | 2331 Post Road Plover, WI 54467 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 138.8 | ||
| Amazon Com Inc | 36.8 | ||
| Nvidia Corp | 33.0 | ||
| Apple Inc | 27.9 | ||
| Alphabet Inc | 14.0 | ||
| Facebook Inc | 11.7 | ||
| Celestica Inc | 5.0 | ||
| Alphabet Inc | 4.6 | ||
| Intuitive Surgical Inc | 4.5 | ||
| Palantir Technologies Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 970 | 120.6 |
| (b) Individuals (high net worth individuals) | 13 | 32.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,822 | 153.4 |
| By Discretionary | ||
| Discretionary | 1,822 | 153.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,822 | 153.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.4 | |
| Total | 1,822 | 153.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001622757] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Elite Wealth Management Inc
✚
|
WI | 0.2 |
|
Lattice Capital Management LLC
✚
|
WA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Life Planning Advisors LLC
✚
|
MT | 0.2 |
|
Retirement Portfolios LLC
✚
|
KS | 0.2 |
|
Noblebridge Wealth Management LLC
✚
|
0.2 | |
|
Five Pine Wealth Management Inc
✚
|
ID | 0.2 |
|
Willamette Financial Advisors LLC
✚
|
OR | 0.2 |
|
Davidson Advisory Group LLC
✚
|
NC | 0.2 |
|
Bridgeway Wealth Management LLC
✚
|
IA | 0.2 |
|
Effective Assets Inc
✚
|
0.2 | |
|
Amphora Wealth Management LLC
✚
|
NC | 0.2 |
|
Ivy League Financial Advisors LLC
✚
|
MD | 0.2 |