ELITE LIFE MANAGEMENT LLC

Overview

Elite Life Management LLC is a privately held limited liability company that registered with the SEC in 2022. The firm advises both individuals and families as well as institutional clients, providing financial planning and portfolio management services tailored to individuals and small businesses. Its fee arrangements include both percentage-of-AUM billing and fixed fees. The firm reports it is not a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not serve as a pension consultant. Regulatory filings and firm data list business links with a broker-dealer, another investment adviser, an accounting firm, an insurance company, and activities as a sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices