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ELITE LIFE MANAGEMENT LLC
CRD 310917 · SEC 801-127003
2725 COLONIAL AVE, ERIE, PA, 16505, United States
Phone
(814) 836-5776
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.0M
Discretionary AUM
$145.5M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-11-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $16.9M |
| High net worth individuals | 15 | $129.7M |
| Corporations/business entities | 5 | $423K |
States served
PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD