Elite Life Management LLC

Overview

Elite Life Management LLC is a privately held limited liability company that provides financial planning and portfolio management services to individuals, families and some institutional clients. The adviser registered with the SEC in 2022 and charges a mix of percentage-of-AUM and fixed fees. Its advisory scope is concentrated on financial planning and managing portfolios for individuals and small businesses. The firm reports affiliations across the financial services ecosystem, including relationships with broker-dealers, other advisers, accounting and insurance firms, and roles as a sponsor or managing member of pooled investment vehicles. Elite Life Management does not flag itself as an active ESG investor and is not organized as a multi-state adviser in its disclosure. It serves both individual/family clients and institutional accounts rather than operating solely as a capital allocator or family office.

Assets & Accounts

Public Holdings

Investments & Alternatives