ELITE WEALTH MANAGEMENT, INC.
CRD #132122 SEC #801-63310 KIRKLAND, WA 425-828-4300
SEC Registered
Total AUM
$996.1M
Discretionary
$995.2M
Employees
7
Clients
0
Accounts
1,914
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $996.1M | $995.2M | $900.6K | 7 | 0 |
| May 2024 | $996.3M | $995.4M | $921.8K | 6 | 0 |
| Feb 2024 | $996.3M | $995.4M | $921.8K | 6 | 0 |
| Nov 2023 | $742.2M | $741.3M | $853.1K | 6 | 0 |
| Oct 2023 | $742.2M | $741.3M | $853.1K | 6 | 0 |
| Aug 2023 | $742.2M | $741.3M | $853.1K | 6 | 0 |
| Feb 2023 | $742.2M | $741.3M | $853.1K | 6 | 0 |
| Feb 2023 | $742.2M | $741.3M | $853.1K | 6 | 0 |
| Jan 2023 | $742.2M | $741.3M | $853.1K | 6 | 0 |
| Jul 2022 | $841.9M | $835.5M | $6.4M | 6 | 0 |
| Feb 2022 | $841.9M | $835.5M | $6.4M | 6 | 0 |
| Feb 2021 | $595.3M | $590.2M | $5.1M | 5 | 0 |
| Feb 2021 | $595.3M | $590.2M | $5.1M | 5 | 0 |
| Jun 2020 | $420.7M | $165.8M | $254.8M | 5 | 0 |
| Feb 2020 | $420.7M | $165.8M | $254.8M | 5 | 0 |
| Jul 2019 | $378.5M | $352.7M | $25.8M | 5 | 0 |
| May 2019 | $378.5M | $352.7M | $25.8M | 5 | 0 |
| Apr 2019 | $378.5M | $352.7M | $25.8M | 5 | 0 |
| Mar 2019 | $378.5M | $352.7M | $25.8M | 5 | 0 |
| Jun 2018 | $356.1M | $340.3M | $15.9M | 5 | 0 |
| Mar 2018 | $356.1M | $340.3M | $15.9M | 5 | 0 |
| Mar 2017 | $229.9M | $229.9M | $0 | 6 | 300 |
| Jan 2017 | $229.9M | $229.9M | $0 | 6 | 300 |
| Dec 2016 | $229.9M | $229.9M | $0 | 6 | 300 |
| Dec 2016 | $229.9M | $229.9M | $0 | 6 | 300 |
| Mar 2016 | $293M | $275M | $18M | 6 | 300 |
| Nov 2015 | $400M | $320M | $80M | 8 | 300 |
| Oct 2015 | $329M | $329M | $0 | 8 | 300 |
| Aug 2015 | $329M | $329M | $0 | 8 | 300 |
| Mar 2015 | $329M | $329M | $0 | 8 | 300 |
| Feb 2015 | $329M | $329M | $0 | 8 | 300 |
| Feb 2015 | $329M | $329M | $0 | 8 | 300 |
| Jan 2015 | $220M | $220M | $0 | 6 | 300 |
| Jan 2015 | $220M | $220M | $0 | 6 | 300 |
| Sep 2014 | $220M | $220M | $0 | 6 | 300 |
| Sep 2014 | $220M | $220M | $0 | 6 | 300 |
| Sep 2014 | $220M | $220M | $0 | 6 | 300 |
| Mar 2014 | $220M | $220M | $0 | 6 | 300 |
| Mar 2014 | $220M | $219.5M | $500K | 5 | 249 |
| Jan 2014 | $220M | $219.5M | $500K | 5 | 249 |
| Dec 2013 | $220M | $219.5M | $500K | 5 | 249 |
| Nov 2013 | $220M | $219.5M | $500K | 5 | 249 |
| Mar 2013 | $220M | $219.5M | $500K | 5 | 249 |
| Mar 2013 | $220M | $219.5M | $500K | 5 | 249 |
| Nov 2012 | $165.5M | $165M | $500K | 5 | 528 |
| May 2012 | $153.9M | $153.4M | $500K | 1 | 528 |
| Feb 2012 | $153.9M | $153.4M | $500K | 1 | 528 |
| Dec 2011 | $56M | $56M | $0 | 1 | 528 |
| Jul 2011 | $56M | $56M | $0 | 5 | -- |
| Jul 2011 | $56M | $56M | $0 | 5 | -- |
| May 2011 | $56M | $56M | $0 | 5 | -- |
| Apr 2011 | $53.8M | $53.8M | $0 | 5 | -- |
| Mar 2011 | $53.8M | $53.8M | $0 | 5 | -- |
| Jan 2011 | $83.5M | $83.5M | $0 | 5 | -- |
| Sep 2010 | $83.5M | $83.5M | $0 | 5 | -- |
| Jun 2010 | $83.5M | $83.5M | $0 | 5 | -- |
| Mar 2010 | $83.5M | $83.5M | $0 | 5 | -- |
| Mar 2010 | $83.5M | $83.5M | $0 | 5 | -- |
| Sep 2009 | $75.2M | $75.2M | $0 | 5 | -- |
| Apr 2009 | $75.2M | $75.2M | $0 | 5 | -- |
| Apr 2009 | $75.2M | $75.2M | $0 | 5 | -- |
| Mar 2009 | $75.2M | $75.2M | $0 | 5 | -- |
| Nov 2007 | $120M | $120M | $0 | 10 | -- |
| Apr 2007 | $100M | $100M | $0 | 10 | -- |
| Jan 2007 | $100M | $100M | $0 | 10 | -- |
| Mar 2006 | $148.6M | $148.6M | $0 | 5 | -- |
| Jan 2006 | $148.6M | $148.6M | $0 | 5 | -- |
| Sep 2005 | $120M | $120M | $0 | 5 | -- |
| Jun 2005 | $120M | $120M | $0 | 5 | -- |
| Jan 2005 | $100M | $100M | $0 | 5 | -- |
| Dec 2004 | $93M | $93M | $0 | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$996.1M
Discretionary$995.2M
Non-Disc.$900.6K
Employees7
Clients0
DateMay 2024
Total AUM$996.3M
Discretionary$995.4M
Non-Disc.$921.8K
Employees6
Clients0
DateFeb 2024
Total AUM$996.3M
Discretionary$995.4M
Non-Disc.$921.8K
Employees6
Clients0
DateNov 2023
Total AUM$742.2M
Discretionary$741.3M
Non-Disc.$853.1K
Employees6
Clients0
DateOct 2023
Total AUM$742.2M
Discretionary$741.3M
Non-Disc.$853.1K
Employees6
Clients0
DateAug 2023
Total AUM$742.2M
Discretionary$741.3M
Non-Disc.$853.1K
Employees6
Clients0
DateFeb 2023
Total AUM$742.2M
Discretionary$741.3M
Non-Disc.$853.1K
Employees6
Clients0
DateFeb 2023
Total AUM$742.2M
Discretionary$741.3M
Non-Disc.$853.1K
Employees6
Clients0
DateJan 2023
Total AUM$742.2M
Discretionary$741.3M
Non-Disc.$853.1K
Employees6
Clients0
DateJul 2022
Total AUM$841.9M
Discretionary$835.5M
Non-Disc.$6.4M
Employees6
Clients0
DateFeb 2022
Total AUM$841.9M
Discretionary$835.5M
Non-Disc.$6.4M
Employees6
Clients0
DateFeb 2021
Total AUM$595.3M
Discretionary$590.2M
Non-Disc.$5.1M
Employees5
Clients0
DateFeb 2021
Total AUM$595.3M
Discretionary$590.2M
Non-Disc.$5.1M
Employees5
Clients0
DateJun 2020
Total AUM$420.7M
Discretionary$165.8M
Non-Disc.$254.8M
Employees5
Clients0
DateFeb 2020
Total AUM$420.7M
Discretionary$165.8M
Non-Disc.$254.8M
Employees5
Clients0
DateJul 2019
Total AUM$378.5M
Discretionary$352.7M
Non-Disc.$25.8M
Employees5
Clients0
DateMay 2019
Total AUM$378.5M
Discretionary$352.7M
Non-Disc.$25.8M
Employees5
Clients0
DateApr 2019
Total AUM$378.5M
Discretionary$352.7M
Non-Disc.$25.8M
Employees5
Clients0
DateMar 2019
Total AUM$378.5M
Discretionary$352.7M
Non-Disc.$25.8M
Employees5
Clients0
DateJun 2018
Total AUM$356.1M
Discretionary$340.3M
Non-Disc.$15.9M
Employees5
Clients0
DateMar 2018
Total AUM$356.1M
Discretionary$340.3M
Non-Disc.$15.9M
Employees5
Clients0
DateMar 2017
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees6
Clients300
DateJan 2017
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees6
Clients300
DateDec 2016
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees6
Clients300
DateDec 2016
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$293M
Discretionary$275M
Non-Disc.$18M
Employees6
Clients300
DateNov 2015
Total AUM$400M
Discretionary$320M
Non-Disc.$80M
Employees8
Clients300
DateOct 2015
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees8
Clients300
DateAug 2015
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees8
Clients300
DateMar 2015
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees8
Clients300
DateFeb 2015
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees8
Clients300
DateFeb 2015
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees8
Clients300
DateJan 2015
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients300
DateJan 2015
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients300
DateSep 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients300
DateSep 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients300
DateSep 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$220M
Discretionary$219.5M
Non-Disc.$500K
Employees5
Clients249
DateJan 2014
Total AUM$220M
Discretionary$219.5M
Non-Disc.$500K
Employees5
Clients249
DateDec 2013
Total AUM$220M
Discretionary$219.5M
Non-Disc.$500K
Employees5
Clients249
DateNov 2013
Total AUM$220M
Discretionary$219.5M
Non-Disc.$500K
Employees5
Clients249
DateMar 2013
Total AUM$220M
Discretionary$219.5M
Non-Disc.$500K
Employees5
Clients249
DateMar 2013
Total AUM$220M
Discretionary$219.5M
Non-Disc.$500K
Employees5
Clients249
DateNov 2012
Total AUM$165.5M
Discretionary$165M
Non-Disc.$500K
Employees5
Clients528
DateMay 2012
Total AUM$153.9M
Discretionary$153.4M
Non-Disc.$500K
Employees1
Clients528
DateFeb 2012
Total AUM$153.9M
Discretionary$153.4M
Non-Disc.$500K
Employees1
Clients528
DateDec 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees1
Clients528
DateJul 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--