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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2022
- Office Locations
- 1
Office Locations
About Elite-PRO Wealth Advisors LLC
Elite-Pro Wealth Advisors provides personalized wealth management, investment planning, and financial planning for individuals and businesses, including retirement and long-term wealth preservation. The firm emphasizes a consultative process from initial discovery through ongoing portfolio management and monitoring. Public filings indicate portfolios are primarily implemented with ETFs and custody includes Interactive Brokers.
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Owner & Executives
ANDRE LA MONTE THOMAS
Chief Compliance Officer, Managing Member
- CRD
- #2734126
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $100,000 | -- |
| Total | $100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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