Elite Wealth Management, Inc.
Elite Wealth Management, Inc. is an SEC-registered mass-market adviser in Plover, WI with $161.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Elite Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333159, SEC 801-131559, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $161.4M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Location
- Plover, WI
- Employees
- 5
- Clients
- 871
- CRD
- 333159
- Ownership
- MARCELL, PATRICK, LEE; ELITE RETIREMENT GROUP, INC.
How much AUM does Elite Wealth Management, Inc. have?
Elite Wealth Management, Inc. reported $161.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Elite Wealth Management, Inc.?
Disclosed owners and executives of Elite Wealth Management, Inc. include MARCELL, PATRICK, LEE, ELITE RETIREMENT GROUP, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.