ELITE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2025
Total AUM
$161M
Discretionary
$161M
100% of AUM
Avg account
$102K
Accounts
1,583
Employees
5
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Non-Exchange Traded Equities 18%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 1%75%
  • Exchange Traded Equities75%
  • Non-Exchange Traded Equities18%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • PATRICK MARCELL

    Chief Executive OfficerCRD 4438834

Contacts

3 of 3
  • Victor Kizewski

    Investment Advisor RepresentativeCRD 7285607

  • Matthew Daniels

    Investment Advisor RepresentativeCRD 7525176

  • MICHAEL MARCELL

    Investment Advisor RepresentativeCRD 6535131

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth