ELITE WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- PLOVER, Wisconsin
- CRD number
- 333159
- Registered since
- February 24, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.05%
- HNWI39.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elite Wealth Management, Inc. is an independent registered investment adviser focused on individual and family clients. The firm combines fee-based portfolio management (percentage of AUM and fixed fees) with financial planning and educational programming, and it also operates as an insurance broker. Advisory services span portfolio management for individuals and small businesses as well as for business or institutional clients, plus seminars and workshops. Elite does not position itself as a capital allocator or as an active ESG investor. The firm registered with the SEC in 2025 and is owned by a domestic entity/individual. Its operating model relies on third-party investment managers and custodial relationships rather than running proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Non-Exchange Traded Equities18%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1PATRICK MARCELL
Chief Executive OfficerCRD 4438834
Contacts
3 of 3Victor Kizewski
Investment Advisor RepresentativeCRD 7285607
Matthew Daniels
Investment Advisor RepresentativeCRD 7525176
MICHAEL MARCELL
Investment Advisor RepresentativeCRD 6535131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLOVER, WI
PORTAGE
Location
PLOVER, WI
Headquartered in PLOVER, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- PORTAGE
- Address
- 2331 Post Rd
- Time zone
- CT (UTC-6)
- Office locations
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