ELITE WEALTH MANAGEMENT, INC.

ELITE WEALTH MANAGEMENT, INC. of PLOVER, WI is an SEC-registered investment adviser (CRD 333159). Regulatory assets under management: $161.4M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

NameRoleLocation
Patrick Lee MarcellOWNER; OWNER AND CCO
MARCELL PATRICK LEEOWNER; OWNER AND CCO

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