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Robert Val Lybbert

Elite Wealth Management, Inc.

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About Robert Val Lybbert

Robert Val Lybbert is an investment advisor representative at Elite Wealth Management, Inc. Robert holds the Series 65 license and has been working in the industry since 2016. Robert is licensed in Washington and Oregon. The firm has a main office in Kirkland, Washington. Robert has experience with clients of various types, including individuals, high-net-worth individuals, and other investment advisors. Robert specializes in portfolio management for individuals.

Firm Information

Robert Lybbert is currently registered with Elite Wealth Management, Inc.. Elite Wealth Management, Inc. is a registered investment advisor located in Kirkland, Washington. The firm provides portfolio management services to individuals and other investment advisors. They have approximately $996 million in regulatory assets under management and serve approximately 538 clients.
Elite Wealth Management, Inc.

1014 MARKET STREET

KIRKLAND, WA 98033

$996.08M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Lybbert’s Registration & Firm History

WA

10/11/2021 - Present

Elite Wealth Management, Inc. (KIRKLAND WA)

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Licenses & Designations

IA

Issued 10/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Val Lybbert.
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