| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Mark Allegretti Control | Chief Executive Officer | Under 5% | 2024 |
| Hbk Sorce Financial LLC Control | Owner | Over 75% | 2022 |
| Jeremy T. Shelby Control | Manager | Under 5% | 2020 |
Elite Life Management LLC reports $127.9 million in regulatory assets under management on its Form ADV.
Elite Life Management LLC reports 4 employees.
Elite Life Management LLC is based in Erie, PA and has been SEC-registered since 2022.
Elite Life Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2725 Colonial Ave, Erie, PA 16505 |
| Phone | (814) 836-5776 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $126.5M |
| Non-discretionary | $1.4M |
| Total (RAUM) | $127.9M |