Elite Life Management LLC

Overview

Elite Life Management LLC is a privately held limited liability company that provides financial planning and discretionary portfolio management for individuals, families and small businesses, and also works with some institutional clients. The firm is registered with the SEC; its registration became active in 2022. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Advisory services documented include financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor. Business relationships extend beyond pure advisory work: the firm reports affiliations with broker-dealers, other investment advisers, accounting and insurance firms, and also acts as a sponsor, general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices