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Elite Wealth Management, Inc.

Elite Wealth Management, Inc.. CRD 333159

E

CRD: 333159

Elite Wealth Management, Inc.

Plover, WI, 54467
7153418899
eliteretirementgroup.com
$161.4M Total AUM
$161.4M Disc. AUM
-- 3Y CAGR
5 Employees
871 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
Alpha catalystUnison
Established Date
02-24-2025
Office Locations
1

Office Locations

2331 Post Road Plover WI

About Elite Wealth Management, Inc.

Elite Retirement Group is a Wisconsin-based independent advisory firm providing retirement strategies and comprehensive written financial plans, including legacy/estate planning support, using a mix of investment and insurance solutions. The team engages clients through local retirement-and-tax education events and its Elite Money Market Update media platform, with client portals on Advyzon and custodians such as Schwab and Altruist.

Team overview

24 AVG AGE
$40.4M AVG AUM / ADVISOR
$185.3K AVG AUM / CLIENT
1.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Vector peak

Client Personas

Vector catalyst

Custodian

Peak quantum Vital Zenith zenith

Investment Themes

Pathway Horizon Alpha

Investment Vehicles

North Vertex

Platform

Fusion radial Wave prime

Services

Delta Capital momentum Vital focus Alpha Matrix focus Matrix beacon Oak Prime Harbor value

Technology

Summit ridge Signal element

Owner & Executives

P

PATRICK LEE MARCELL

Chief Compliance Officer, Chief Executive Officer, Owner

CRD
#4438834
Ownership
Less than 5%
(721) 609-6251
atlas.bridge@glaciercapital.com
in linkedin.com/in/focus-north

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Contacts

M

Matthew Theodore Daniels

--

CRD
#7525176
(835) 332-8119
signal.frontier@peakcapital.com
in linkedin.com/in/north-horizon
V

Victor Ray Kizewski

--

CRD
#7285607
(965) 876-5789
value.legacy@meridiancapital.com
in linkedin.com/in/pioneer-wave
Q

Quantum prime

Alpha prime

CRD
#58973
(414) 512-2865
momentum.crest@pioneercapital.com
in linkedin.com/in/legacy-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-19-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $161,422,447 $101,972
Non-Discretionary $0 --
Total $161,422,447 $101,972

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Separately Managed Accounts

Total SMA Asset: $161,422,447

$161.4M Total SMA
Equity - Exchange:
22.2%
Equity - OTC:
22.7%
Corporate - Investment Grade:
40.6%
Cash:
14.5%
Asset class Assets Assets %
Equity - Exchange $1,328,822,892 22.2%
Equity - OTC $1,358,751,335 22.7%
Corporate - Investment Grade $2,430,189,613 40.6%
Cash $867,924,862 14.5%
Total $5,985,688,702 100.0%

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