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ELITE WEALTH MANAGEMENT, INC.
CRD 333159 · SEC 801-131559
2331 POST ROAD, PLOVER, WI, 54467, United States
Phone
715-341-8899
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.4M
Discretionary AUM
$161.4M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 836 | $96.9M |
| High net worth individuals | 35 | $64.5M |
States served
WI
All web addresses on file
Official SEC filing: View on IAPD