ELITE WEALTH MANAGEMENT, INC.
CRD #333159 SEC #801-131559 PLOVER, WI 715-341-8899
SEC Registered
Total AUM
$153.4M
Discretionary
$153.4M
Employees
4
Clients
0
Accounts
1,822
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 1
- LEI
- 99-4333250
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARCELL, PATRICK, LEE | I | OWNER AND CCO | NA | Control |
| MARCELL, PATRICK, LEE | I | OWNER AND CCO | NA | Control |
| MARCELL, PATRICK, LEE | I | OWNER AND CCO | NA | Control |
| ELITE RETIREMENT GROUP, INC. | DE | OWNER | E | Control |
| ELITE RETIREMENT GROUP, INC. | DE | OWNER | E | Control |
| ELITE RETIREMENT GROUP, INC. | DE | OWNER | E | Control |
| ELITE RETIREMENT GROUP, INC. | DE | OWNER | E | Control |
| ELITE RETIREMENT GROUP, INC. | DE | OWNER | E | Control |
| ELITE RETIREMENT GROUP, INC. | DE | OWNER | E | Control |
| MARCELL, PATRICK, LEE | I | OWNER AND CCO | E | Control |
| MARCELL, PATRICK, LEE | I | OWNER AND CCO | E | Control |
| MARCELL, PATRICK, LEE | I | OWNER AND CCO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARCELL, PATRICK, LEE | I | ELITE RETIREMENT GROUP, INC. | E | Control |
| MARCELL, PATRICK, LEE | I | ELITE RETIREMENT GROUP, INC. | E | Control |
| MARCELL, PATRICK, LEE | I | ELITE RETIREMENT GROUP, INC. | E | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (1)
WI
Address
2331 POST ROADPLOVER, WI 54467
United States
Phone: 715-341-8899