Elite Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Elite Wealth Management — overview

About

Established in 2004, Elite Wealth Management is a US-based wealth manager. It provides investment advisory services to its clients on a discretionary basis. The services it provides include financial planning, portfolio management, retirement planning, investment management, trust & estate planning, and risk management. The services are offered to individuals, high-net-worth individuals, families, and other investment advisers.

Elite Wealth Management - known decision makers (3)

Position	Location	Asset Class
Portfolio Manager	Kirkland, US	GEN
Senior Investment Advisor	Kirkland, US	GEN
Chief Executive Officer	Kirkland, US	GEN

Showing 3 of 3 known decision makers Elite Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo