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Patrick Lee Marcell

ELITE WEALTH MANAGEMENT, INC.·PLOVER, Wisconsin
Clean recordELITE WEALTH MANAGEMENT, INC.
2331 POST ROAD, PLOVER, WI 54467CRD# 4438834Firm CRD# 333159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Lee Marcell · PLOVER, WI
Registration
CRD #4438834 · ELITE WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Lee Marcell is a registered financial advisor based in PLOVER, Wisconsin, affiliated with ELITE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ELITE WEALTH MANAGEMENT, INC.
ELITE WEALTH MANAGEMENT, INC.
AUM
$153M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ELITE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4438834
Firm CRD# 333159
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Lee Marcell offer?
Patrick Lee Marcell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLOVER, Wisconsin for a consultation.
What are Patrick Lee Marcell's credentials?
Patrick Lee Marcell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Lee Marcell located?
Patrick Lee Marcell is based in PLOVER, Wisconsin, working with ELITE WEALTH MANAGEMENT, INC.. Their office serves clients in the PLOVER metropolitan area and surrounding communities.
How does Patrick Lee Marcell charge for services?
Patrick Lee Marcell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELITE WEALTH MANAGEMENT, INC.?
ELITE WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
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Research
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