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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 03-05-2020
- Office Locations
- 1
Office Locations
About Elite Wealth Management
Elite Wealth Management is an independent, fee-only fiduciary RIA based in Colorado serving established investors nationwide—often retirees or those nearing retirement, including business owners, engineers and pro/college sports staff. The firm delivers ongoing retirement planning and investment management via a concise digital “One Page Plan” spanning taxes, estate planning and portfolios, with semiannual updates. Portfolios are primarily ETF-based and custodied with platforms such as Schwab.
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Owner & Executives
MARK ANDREW TEERLINCK
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #5322226
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,042,916 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,042,916 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,042,916
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,885,369,468 | 48.3% |
| Cash | $2,059,326,261 | 25.6% |
| Equity - OTC | $2,099,547,477 | 26.1% |
| Total | $8,044,243,206 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST ELEMENT DELTA | FOUNDATION VITAL | SPPBUXOYR | VPG | 7.99% | $11,875,335 |
| VITAL MERIDIAN FOCUS | UNISON HORIZON | FGY2GX5UU | ALOD | 2.58% | $46,750,024 |
| SUMMIT INSIGHT | DELTA MATRIX | N12CMGAC5 | LKLB | 1.96% | $109,085,133 |
| WAVE BEACON GLACIER | VERTEX PIONEER | FV5OTBU68 | QFY | 9.67% | $103,694,622 |
| PRIME PRIME SUMMIT | FOUNDATION FOCUS | AKV5YXBHI | AGD | 8.91% | $110,947,245 |
| TIMBER CREST EAGLE | MOMENTUM FOCUS | KEJ4K9C46 | EWDZU | 3.29% | $105,327,007 |
| WAVE FOUNDATION | FUSION ALPHA | 6NGNYLG91 | YTE | 3.65% | $102,447,413 |
| EMBER VITAL MATRIX | QUANTUM FOCUS | 6D3PZXHC5 | EVOZ | 3.22% | $6,259,661 |