Elite Wealth Partners, LLC
Elite Wealth Partners, LLC (CRD# 289355) is a financial advisory firm headquartered in , . They manage $3,899,229 in 74 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Elite Wealth Partners, LLC
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts74ACCOUNTS
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Average Account Value$52,692
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, TX
Financial Advisors at Elite Wealth Partners, LLC
1
Cory Dawkins (CRD# 5975887) is an Investment Advisor Representative working at Elite Wealth Partners, LLC in Johnston, IA and has over 12 years of experience in the finance industry.
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