ELITE WEALTH MANAGEMENT, INC.

PLOVER, Wisconsin·1 registered advisor·CRD# 333159
SEC# 801-1315591715-341-8899
01

Firm Overview

AUM
$153M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ELITE WEALTH MANAGEMENT, INC.

1 registered advisor
Patrick Lee Marcell
PLOVER, Wisconsin
05

Office Locations

PLOVER, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. ELITE WEALTH MANAGEMENT, INC. (CRD# 333159) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.