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CRD: 318420
Elite Wealthcare LLC
Lawrenceville, GA
7068770707
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2022
- Office Locations
- 1
Office Locations
-- Lawrenceville GA
About Elite Wealthcare LLC
Elite Wealthcare LLC is a Lawrenceville-based RIA. The firm has been operating for 4 years. Managing $2.9M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$111.8K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Zenith vector Vertex prime Optima
Client Personas
Zenith ridge
Investment Themes
Vital value
Investment Vehicles
Quantum
Services
Horizon oak Momentum Crest harbor Optima North Optima
Owner & Executives
T
Tri THANH Truong
Chief Compliance Officer, Managing Member
- CRD
- #6760067
- Ownership
- 75% or more
(609) 712-4292
crest.eagle@capitalcapital.com
in linkedin.com/in/bridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,906,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,906,220 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,906,220
Equity - Exchange:
25.9% Cash:
33.1% Private Funds:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $615,718,681 | 25.9% |
| Cash | $786,883,720 | 33.1% |
| Private Funds | $974,689,804 | 41.0% |
| Total | $2,377,292,205 | 100.0% |