ELITE LIFE MANAGEMENT LLC
CRD #310917 SEC #801-127003 ERIE, PA (814) 836-5776
SEC Registered
Total AUM
$147M
Discretionary
$145.5M
Employees
4
Clients
26
Accounts
279
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- AUGUST
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEGRETTI, CHRISTOPHER, MARK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ALLEGRETTI, CHRISTOPHER, MARK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ALLEGRETTI, CHRISTOPHER, MARK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ALLEGRETTI, CHRISTOPHER, MARK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CROSS, SCOTT, ALLAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CROSS, SCOTT, ALLAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CROSS, SCOTT, ALLAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CROSS, SCOTT, ALLAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CROSS, SCOTT, ALLAN | I | CHIEF OPERATING OFFICER | NA | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | NA | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | NA | Control |
| Shelby, Jeremy, T. | I | MANAGER | NA | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | NA | Control |
| Shelby, Jeremy, T. | I | MANAGER | NA | Control |
| Shelby, Jeremy, T. | I | MANAGER | NA | Control |
| Shelby, Jeremy, T. | I | MANAGER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASSMANN, MICHAEL, GUSTAVE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | E | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | E | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | E | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | E | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | D | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | D | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | D | Control |
| HBK SORCE FINANCIAL LLC | DE | OWNER | D | Control |
| HBKS WEALTH ADVISORS | DE | OWNER | D | Control |
| HBKS WEALTH ADVISORS | DE | OWNER | D | Control |
| HBKS WEALTH ADVISORS | DE | OWNER | D | Control |
| HBKS WEALTH ADVISORS | DE | OWNER | D | Control |
| RUTSKY, AARON, DAVID | I | MANAGING DIRECTOR | B | Control |
| RUTSKY, AARON, DAVID | I | MANAGING DIRECTOR | B | Control |
| RUTSKY, AARON, DAVID | I | MANAGING DIRECTOR | B | Control |
| RUTSKY, AARON, DAVID | I | MANAGING DIRECTOR | B | Control |
| RUTSKY, AARON, DAVID | I | MANAGING DIRECTOR | B | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | B | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | B | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | B | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | B | Control |
| Shelby, Jeremy, T. | I | MANAGING DIRECTOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HBK SORCE FINANCIAL LLC | DE | HBKS WEALTH ADVISORS | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS WEALTH ADVISORS | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS WEALTH ADVISORS | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS WEALTH ADVISORS | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL, BARTH, & KING FINANCIAL HOLDINGS LLC | DE | HBK SORCE HOLDINGS LLC | D |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (3)
FL PA TX
Address
2725 COLONIAL AVEERIE, PA 16505
United States
Phone: (814) 836-5776