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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 12-01-2020
- Office Locations
- 2
Office Locations
About Elite Life Management LLC
Elite Life Management is a Sarasota-based wealth advisory operating as an HBKS Wealth Advisors company (merged in 2022). The team provides fiduciary, goals-based planning and portfolio management with tax-sensitive strategies, insurance, estate and retirement planning, business succession support, and ERISA retirement plan services. It serves high performers—athletes, doctors, executives, and business owners—with a dedicated sports/entertainment focus including an NFLPA-registered advisor.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER MARK ALLEGRETTI
Chairman, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- --
- Ownership
- Less than 5%
SCOTT ALLAN CROSS
CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #3155528
- Ownership
- Less than 5%
Pathway beacon
Vertex capital
- CRD
- #27641
- Ownership
- 29.4%
Showing 2 of 4 owners & executives
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MAIKE S FOSTER
Advisor Associate
- CRD
- #5420205
Stephanie Joan Terbrock
Investment Advisor
- CRD
- #6989890
Ember summit
Eagle glacier zenith
- CRD
- #89784
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,491,828 | $534,896 |
| Non-Discretionary | $1,544,780 | $220,683 |
| Total | $147,036,608 | $527,013 |
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Separately Managed Accounts
Total SMA Asset: $147,036,608
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,086,577,607 | 12.7% |
| Cash | $1,283,359,378 | 15.0% |
| Public Funds | $1,129,356,253 | 13.2% |
| Corporate - Investment Grade | $804,238,544 | 9.4% |
| Municipal Bonds | $1,642,700,004 | 19.2% |
| U.S. Government/Agency | $744,348,439 | 8.7% |
| Private Funds | $735,792,710 | 8.6% |
| Other | $1,129,356,252 | 13.2% |
| Total | $8,555,729,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON HARBOR | OAK BEACON | A3P7UPL38 | IEFU | 12.28% | $66,302,165 |
| PIONEER VERTEX LEGACY | RIDGE FRONTIER | PGLS4MSOT | VBMGT | 9.58% | $97,484,821 |
| HORIZON MATRIX | FRONTIER EAGLE | NM2YD1JCZ | ZEZ | 9.05% | $48,361,979 |
| MATRIX PEAK DELTA | CATALYST PEAK | 6RASEJAVF | KAD | 1.11% | $50,958,755 |
| MERIDIAN HORIZON | UNISON PRIME | QH399I0RD | PNY | 10.49% | $33,420,205 |
| WAVE VALUE FRONTIER | SIGNAL PRIME | HQKIVT10H | CUKM | 3.58% | $10,494,734 |
| ATLAS FRONTIER DELTA | EMBER HORIZON | N4G6V4F23 | THAMP | 11.23% | $5,343,270 |
| EMBER ZENITH OAK | PRIME MERIDIAN | 96QXGLEWC | OVQX | 7.79% | $35,441,775 |