ELITE LIFE MANAGEMENT LLC

5121 Zuck Rd
Erie, Pennsylvania 16505
Tel: (814) 836-5776

About ELITE LIFE MANAGEMENT LLC

ELITE LIFE MANAGEMENT LLC, formally registered with the SEC as ELITE LIFE MANAGEMENT LLC. The firm was established in 12/08/2022. They have over 2 offices throughout the country.

ELITE LIFE MANAGEMENT LLC is a Erie, Pennsylvania based Financial Planning firm with nearly $127,872,346 assets under management, offering retirement planning & investment advisory services to 217 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310917
SEC#	801-127003
Assets Managed by Firm	$127,872,346
No. of Clients	217
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	217	$127,872,346
Individuals (other than high net worth individuals)	56	$11,862,866
High net worth individuals	14	$116,009,379
Corporations or other businesses	4	$101

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