ELITE WEALTH MANAGEMENT, INC.

CRD

333159

SEC file #

801-131559

EIN

461154256

DBA names

—

Economics

AUM

$161.4M

AUM band

$100M-$500M

AUM trajectory

'25 · $153.4M

'26 · $161.4M

'25'26

$153.4M → $161.4M▲ +5%

sec adv history

Client mix

Individuals Other	836
Individuals High Net Worth	35

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 4 advisors

'26 · 4 advisors

'25'26

4 advisors → 4 advisors▬ 0%

sec adv history

Primary office

PLOVER WI

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/31/2026

soundcloud.com/search?q=elite%20retirement%20group

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ELITE RETIREMENT GROUP, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ELITE RETIREMENT GROUP, INC.

MARCELL, PATRICK, LEE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SOUNDCLOUD.COM

Rdap Domain Creation Date

2005-07-25T10:33:38Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Gandi SAS

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

17,861

Form 5500 Compensation Trajectory 3y

2025

17,861

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

17,861

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001724134

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2018-02-05

Edgar Last Filing Date

2023-02-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2023-02-15

Accession0001724134-23-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2397

Soi Zip Pct 200k Plus

0.0526

Soi Zip Returns 200k Plus

410

Soi Zip Total AGI

622,436

Fdic Zip Total Deposits

5,026,554,000

Fdic Zip Branch Count

181

Fdic Zip Top Banks

Associated Bank, National Association

BMO Harris Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Altruist	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

120 VANTIS DRIVESUITE 585ALISO VIEJO, X1 92656

Business

120 VANTIS DRIVESUITE 585ALISO VIEJO, X1 92656

Edgar EIN

461154256

Edgar Recent Filings

13F-HR/A2023-02-15 · 0001724134-23-000002

13F-HR2023-02-14 · 0001724134-23-000001

Fdic Zip Branches Raw

Portage County BankPlover, WI

First Financial Bank, FSBPlover, WI

Fdic Zip HHI

1031.04

Fdic Zip Top Bank Share Pct

18.26

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-06-08T03:59:59Z

Rdap Domain Last Changed

2026-05-08T01:01:58Z

Rdap Nameservers

Ns-1445.awsdns-52.orgNs-1745.awsdns-26.co.ukNs-56.awsdns-07.comNs-799.awsdns-35.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	23,914
Returns	1,960

Stub 2

AGI	68,921
Returns	1,860

Stub 3

AGI	76,986
Returns	1,250

Soi Zip Total Business Income

13,076

Soi Zip Total Cap Gains

20,555

Soi Zip Total Dividends

9,200

Soi Zip Total Returns

7,800

Trust Company Affiliate