# Elite Wealth Management, LLC

> Elite Wealth Management, LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 317481
- Filed as: ELITE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317481
- AdvisorCensus page: https://advisorcensus.com/firm/elite-wealth-management-llc-san-diego-ca-317481

## Quick answers

**How is Elite Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elite Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Elite Wealth Management, LLC located?**
Elite Wealth Management, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Elite Wealth Management, LLC registered with the SEC or a state?**
Elite Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317481.

**How much does Elite Wealth Management, LLC manage?**
Elite Wealth Management, LLC reports $1,600,000 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Elite Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35).

**Does Elite Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317481

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,600,000
- Discretionary: $1,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $1,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elitewealthmg.com
- Instagram @elitewealthmgt
- LinkedIn @william-holliday-9945a05a
- X @EliteWealthMgt

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elite Wealth Management, LLC (CRD 317481): Form ADV filing data as of October 2026.