Elite Life Management LLC
● SEC registered since 2022CRD 310917SEC# 801-127003Erie, PA
Reg. AUM
$147M
Employees
4
Accounts
279
Location
Erie, PA
Elite Life Management LLC assets under management
Elite Life Management LLC is an investment advisory firm registered with the SEC based in Erie, PA. The firm has been registered since 2022. It reports $147 million in regulatory assets under management and employs 4 people.
Elite Life Management LLC owners & executives
8 reported| 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 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Elite Life Management LLC manage?
Elite Life Management LLC reports $147 million in regulatory assets under management on its Form ADV.
How many employees does Elite Life Management LLC have?
Elite Life Management LLC reports 4 employees.
Where is Elite Life Management LLC located?
Elite Life Management LLC is based in Erie, PA and has been SEC-registered since 2022.
Does Elite Life Management LLC disclose fund performance?
Elite Life Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$147M▲ 15%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$147Mregulatory AUM
Discretionary $145.5MNon-discretionary $1.5M