RIA Intel›Advisers›Pennsylvania›ELITE LIFE MANAGEMENT LLC

ELITE LIFE MANAGEMENT LLC

Advisory

N·ERIE, PA

Data as of Nov 20, 2024 · Source: SEC Form ADV

Total AUM
$147M
1-Year AUM Growth
+44.6%
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$147M
Discretionary AUM$145M
Non-Discretionary AUM$2M
Discretionary %98.9%
Total Clients91
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record8
First FilingNov 8, 2022
Latest FilingNov 20, 2024
🔒 Full AUM trend chart and 8 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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