Elite Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$161,422,447
Total clients
871
4% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
218
Average account size
$185,330
About
Elite Wealth Management serves individual and high‑net‑worth clients as well as retirement plans, charitable organizations, foundations and small businesses. The firm offers wrap‑fee asset management, financial planning and consulting, retirement‑plan services (including participant education) and ERISA fiduciary options such as discretionary 3(38) plan management.
The firm implements portfolios through a suite of model strategies—ETF, sector rotation, equity breakaway, tactical and fixed‑income approaches—using fundamental, technical and cyclical analysis and third‑party ranking data (Sherman Sheets) to guide allocations and rebalancing. It documents client objectives with written Investment Policy Statements, conducts ongoing monitoring and reporting, and offers additional implementation options such as structured‑note selections and coordinated custodial onboarding for plan and retail accounts.
Elite Wealth Management is notable among peer teams for a high client‑to‑advisor ratio (roughly 200+ clients per advisor), an ownership structure tied to a related retirement holding entity and affiliated service relationships that extend to a medical/member program. Its advisers are licensed insurance agents who devote a material portion of time to insurance product sales, the firm sponsors a wrap‑fee program, and it runs participant meetings, educational workshops and fiduciary education for plan committees—features that are less common for firms in this category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fixed fee of $500 (may be negotiable)
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1% $1,000,001+: 0.5%
Additional compensation from sales of insurance products by IARs
Minimum fee: Financial planning fixed fee of $500 (may be negotiable) Fee-only: Financial planning fixed fee $500, $250 annually for up to two planning sessions per year
Main office location
Elite Wealth Management, Inc.
2331 Post Road
Plover WI 54467, United States
Number of offices
2
Most active in
Elite Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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