E
$9.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
8 yrs Firm Age
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- Custodian
- Assetmark · Interactive Brokers · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2017
- Office Locations
- 1
Office Locations
-- Johnston IA
About Elite Wealth Partners, LLC
Elite Wealth Partners, LLC is an Iowa-based registered investment adviser (also registered in Texas) providing holistic financial planning and investment planning, including tax and estate planning and insurance solutions. The firm emphasizes asset allocation using ETFs, mutual funds and alternatives, and often serves entrepreneurs. Boutique practice led by Senior Partner Cory Dawkins, with custody support including Interactive Brokers.
Team overview
59 AVG AGE
$9.6M AVG AUM / ADVISOR
$188.9K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Horizon signal Zenith vertex Horizon pathway
Client Personas
Catalyst bridge
Investment Themes
Summit Frontier
Investment Vehicles
Timber
Services
Alpha glacier Quantum Harbor Summit Capital Quantum Foundation
Owner & Executives
CORY JOHN DAWKINS
Senior Partner
- CRD
- #5975887
- Ownership
- 75% or more
(448) 611-3803
quantum.unison@quantumcapital.com
in linkedin.com/in/ridge-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,633,587 | -- |
| Total | $9,633,587 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,633,587
Cash:
17.7% Equity - Exchange:
14.8% Equity - OTC:
13.4% Other:
54.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $189,819,819 | 17.7% |
| Equity - Exchange | $158,719,397 | 14.8% |
| Equity - OTC | $143,705,400 | 13.4% |
| Other | $580,183,742 | 54.1% |
| Total | $1,072,428,358 | 100.0% |