E
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-15-2022
- Office Locations
- 1
Office Locations
2727 Camino DEL RIO S Suite 150 SAN Diego CA
About Elite Wealth Management, LLC
Elite Wealth Management, LLC is a SAN Diego-based RIA. The firm has been operating for 4 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$45.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Chester William Holliday
Chief Compliance Officer, President
- CRD
- #6585707
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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