Elite Wealth Partners, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 289355
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· WWW.ELITEWEALTHPARTNERS.COM
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ADV data as of Mar 12, 2025
- Regulatory AUM
- $9.6M
- Discretionary
- $0
- Clients
- 51
- Avg AUM / client
- $189K
- Accounts
- 76
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $9.6M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cory John Dawkins | Registered representative | Sep 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2025 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PORTION OF THE ADVISORY FEES CHARGED BY SUB ADVISORS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Interactive Brokers $3.5M (37% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2025.
View current Form ADV (SEC/IAPD) ↗