Terry L Thomason

Elite Wealth Management, INC.

19 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Elite Wealth Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

542 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$996.1M

Fee Structure

Financial Planning:Investment management only

Location

1750 112th Ave. NE, Suite D-154, Bellevue, WA, 98004

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History

Regulatory History (1)

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Customer Dispute

December 2011

Denied

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Other Business Activities

Terry is the President/Owner of Edmonds Devoted Family Care LLC, dedicating minimal time. Terry is also a real estate agent, spending a few hours per week on this investment-related activity.