Elite Wealthcare LLC

Elite Wealthcare LLC (CRD# 318420) is a financial advisory firm headquartered in , . They manage $2,439,189 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $59,492
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Elite Wealthcare LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tri Truong, financial advisor Lawrenceville GA
Tri T. Truong
CRD#: 6760067
Lawrenceville, GA

Tri Truong (CRD# 6760067) is an Investment Advisor Representative working at Elite Wealthcare LLC in Lawrenceville, GA and has over 6 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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