Elite Wealth Management, Inc.

Elite Wealth Management, Inc. is a registered investment adviser based in Kirkland, WA, established in 2004. The firm offers investment advisory services to individuals, high net worth individuals, and other financial services firms. Elite consults with clients to determine risk tolerance, time horizon, and investment needs, developing personalized investment plans based on client goals and objectives. The firm manages various investment strategies, including Dynamic Option Overlay, Tactical Long/Short, Core Select, Core All Cap, and Global Strategy. Elite may recommend investments in private funds managed by its affiliate, Lattice Capital Management, LLC. Clients generally do not have a minimum account size requirement, but certain investment strategies may have specific minimums. The firm charges a standard investment management fee of 1.00% of assets under management, paid quarterly in advance. Elite primarily uses fundamental, technical, cyclical, and charting analysis methods in investment selection. The firm has discretion over client investments, with regular account reviews and client meetings encouraged. Elite does not act as a custodian for client accounts but recommends Charles Schwab or Interactive Brokers for custody. The firm does not have any legal or disciplinary events to disclose. Clients' personal information is protected through security measures and is shared for everyday business purposes, marketing, and with affiliates for business purposes. Clients can limit sharing for marketing purposes by contacting the firm. For more information, clients can visit the firm's website or contact Elite Wealth Management directly.