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| Elite Wealth Management Inc
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|---|---|
| CRD # | 333159 |
| SEC # | 801-131559 |
| CIK # | 0001622757 |
| AUM | 161.4 M (2026-06-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 715-341-8899 |
| Address | 2331 Post Road Plover, WI 54467 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001622757 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 87.5 | ||
| Nvidia Corp | 35.4 | ||
| Alphabet Inc | 26.5 | ||
| Amazon Com Inc | 20.3 | ||
| Facebook Inc | 12.3 | ||
| Broadcom Inc | 10.9 | ||
| Apple Inc | 10.8 | ||
| Palantir Technologies Inc | 9.6 | ||
| SPDR Gold Trust | 9.6 | ||
| Ace Ltd | 8.0 | ||
| Alcoa Inc | 7.0 | ||
| Agnico Eagle Mines Ltd | 5.4 | ||
| Royal Bank of Canada | 5.2 | ||
| Celestica Inc | 5.1 | ||
| KLA Tencor Corp | 4.6 | ||
| Philip Morris International Inc | 4.3 | ||
| Alphabet Inc | 3.5 | ||
| Advanced Micro Devices Inc | 2.5 | ||
| Caterpillar Inc | 1.8 | ||
| Entergy Corp /DE/ | 1.5 | ||
| Gilead Sciences Inc | 1.5 | ||
| Coca Cola Co | 1.1 | ||
| Dollar General Corp | 1.1 | ||
| 3M Co | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 836 | 96.9 |
| (b) Individuals (high net worth individuals) | 35 | 64.5 |
| (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 | 1,583 | 161.4 |
| By Discretionary | ||
| Discretionary | 1,583 | 161.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,583 | 161.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.4 | |
| Total | 1,583 | 161.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001622757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| LEI | 99-4333250 |
| Related Firms | State | AUM |
|---|---|---|
|
Elite Wealth Management Inc
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|
WI | 200.0 M |
|
Lattice Capital Management LLC
✚
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WA |
| Comparable Firms | State | AUM |
|---|---|---|
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Ballast Point Financial Planning LLC
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CA | 162.4 M |
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Jeffrey Matthews Wealth Management LLC
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NJ | 161.7 M |
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Pittsburgh Financial Planners Inc
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PA | 160.6 M |
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Kelly Wealth Management Inc
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MI | 160.6 M |
|
RBF Capital Management Inc
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FL | 160.6 M |
|
Bountiful Investment Management LLC
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RI | 160.5 M |
|
WITT Financial Group LLC
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|
TN | 160.5 M |
|
Sherman Wealth Management LLC
✚
|
MD | 160.3 M |
|
City Center Advisors LLC
✚
|
MI | 160.2 M |
|
Pendleton Financial LLC
✚
|
NC | 160.0 M |