| Name | Title | Ownership | Since |
|---|---|---|---|
| Elite Retirement Group, Inc. Control | Owner | Over 75% | 2024 |
| Patrick Lee Marcell Control | Owner And Cco | Under 5% | 2024 |
| Patrick Lee Marcell Control | Owner | Over 75% | 2024 |
Elite Wealth Management, Inc. reports $153.4 million in regulatory assets under management on its Form ADV.
Elite Wealth Management, Inc. reports 4 employees.
Elite Wealth Management, Inc. is based in Plover, WI and has been SEC-registered since 2025.
Elite Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2331 Post Road, Plover, WI 54467 |
| Phone | 715-341-8899 |
| Office hours | By Appt. Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $153.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $153.4M |