Elite Wealth Management Inc

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CAFR Data
Elite Wealth Management Inc
CRD #132122
SEC #801-63310
CIK #1622757
AUM $378.5 MM (93% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Phone425-828-4300
Address1014 Market Street
Kirkland, WA 98033
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002003200820142020
Sector Holding Cap ($MM) Value ($MM)
SPY19.5
USMV14.9
MSFT865,660.013.3
AMZN820,610.06.8
AAPL843,560.05.7
GOOGL819,810.04.4
BABA467,660.03.0
CAG11,120.02.7
SPY2.6
SQM10,180.02.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02017201720182019
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