Elite Wealth Management, LLC

Elite Wealth Management, LLC (CRD# 317481) is a financial advisory firm headquartered in San Diego, CA. They manage $10,000,000 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2727 Camino Del Rio S, Suite 150, San Diego, CA 92108
https://www.instagram.com/elitewealthmgt/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $212,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Elite Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chester Holliday, financial advisor San Diego CA
Chester W. Holliday
CRD#: 6585707
2727 Camino Del Rio S, Suite 150, San Diego, CA 92108

Chester Holliday (CRD# 6585707) is an Investment Advisor Representative working at Elite Wealth Management, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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