Elite Life Management LLC
Elite Life Management LLC is an SEC-registered ria in Erie, PA with $147.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Elite Life Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310917, SEC 801-127003, data through 2025-11-12.
- AUM (assets under management / regulatory AUM)
- $147.0M (2025-11-12)
- Firm type
- Ria
- Location
- Erie, PA
- Employees
- 4
- Clients
- 91
- CRD
- 310917
- Ownership
- Shelby, Jeremy, T.; HBKS WEALTH ADVISORS; WASSMANN, MICHAEL, GUSTAVE; HBK SORCE FINANCIAL LLC; HBK SORCE HOLDINGS LLC
How much AUM does Elite Life Management LLC have?
Elite Life Management LLC reported $147.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-11-12).
Who owns Elite Life Management LLC?
Disclosed owners and executives of Elite Life Management LLC include Shelby, Jeremy, T., HBKS WEALTH ADVISORS, WASSMANN, MICHAEL, GUSTAVE, HBK SORCE FINANCIAL LLC, HBK SORCE HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.