Elite Wealth Management, Inc.
● SEC registered since 2025CRD 333159SEC# 801-131559Plover, WI
Reg. AUM
$161.4M
Employees
5
Accounts
1,583
Location
Plover, WI
Elite Wealth Management, Inc. assets under management
Elite Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Plover, WI. The firm has been registered since 2025. It reports $161.4 million in regulatory assets under management and employs 5 people.
Elite Wealth Management, Inc. owners & executives
3 reported| 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 |
Frequently asked questions
How much does Elite Wealth Management, Inc. manage?
Elite Wealth Management, Inc. reports $161.4 million in regulatory assets under management on its Form ADV.
How many employees does Elite Wealth Management, Inc. have?
Elite Wealth Management, Inc. reports 5 employees.
Where is Elite Wealth Management, Inc. located?
Elite Wealth Management, Inc. is based in Plover, WI and has been SEC-registered since 2025.
Does Elite Wealth Management, Inc. disclose fund performance?
Elite Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$161.4M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$161.4Mregulatory AUM
Discretionary $161.4M