# ELITE WEALTH MANAGEMENT, INC.

ELITE WEALTH MANAGEMENT, INC. of PLOVER, WI is an SEC-registered investment adviser.

## Registration

- CRD: 333159
- Type: SEC-registered investment adviser
- SEC file number: 801-131559
- Location: 2331 POST ROAD, PLOVER, WI, 54467
- Phone: 715-341-8899
- Latest filing: 2026-06-03
- Regulatory AUM: $161.4M
- Discretionary AUM: $161.4M
- Clients: 5
- Accounts: 1,583

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Lee Marcell | OWNER; OWNER AND CCO | — |
| MARCELL PATRICK LEE | OWNER; OWNER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333159/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333159/similar
- Related entities: https://search.stillhousedata.com/firm/333159/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333159

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.