# Elite Wealth Management, Inc.

> Elite Wealth Management, Inc. is an SEC-registered investment advisory firm in Plover, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 333159
- Filed as: ELITE WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plover, WI
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333159
- AdvisorCensus page: https://advisorcensus.com/firm/elite-wealth-management-inc-plover-wi-333159

## Quick answers

**How is Elite Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Elite Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Elite Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated June 3, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $1,000,000: 1% a year; Above $1,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Elite Wealth Management, Inc. located?**
Elite Wealth Management, Inc.'s principal office is in Plover, WI, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Elite Wealth Management, Inc. registered with the SEC or a state?**
Elite Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333159.

**How much does Elite Wealth Management, Inc. manage?**
Elite Wealth Management, Inc. reports $161,422,447 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**How have Elite Wealth Management, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Elite Wealth Management, Inc.: Regulatory assets under management: $153,359,949 in the October 2025 data and $161,422,447 in the October 2026 data, up 5%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elite Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (836); high net worth individuals (35).

**Which custodians does Elite Wealth Management, Inc. use?**
Elite Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Elite Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333159

**Does Elite Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 3, 2026 says: "Elite Wealth Management does not impose a minimum account balance for the opening of an account with the Adviser."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Up to $500,000: 1.5% a year
- $500,001 to $1,000,000: 1% a year
- Above $1,000,001: 0.5% a year

> Tiered fee Schedule AUM Fee Up to $500,000 billed at 1.5% Next $ to $500,001-1,000,000 billed at 1% 1,000,001+ billed at 0.5%

- Account minimum: None

> Elite Wealth Management does not impose a minimum account balance for the opening of an account with the Adviser.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $161,422,447
- Discretionary: $161,422,447
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 836 | $96,936,007 |
| High net worth individuals | 35 | $64,486,440 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Kronenwetter, WI

### Websites listed on Form ADV (Item 1.I)
- eliteretirementgroup.com
- retireidea.com
- soundcloud.com/search
- Facebook @eliteretirementgroup
- YouTube @UC2RIbWP3nuuHqUTmUa0FA7Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $153,359,949 | 4 | February 19, 2025 |
| October 2026 | $161,422,447 | 5 | June 3, 2026 |

Regulatory assets under management: $153,359,949 in the October 2025 data and $161,422,447 in the October 2026 data, up 5%.
Total employees: 4 in October 2025 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elite Wealth Management, Inc. (CRD 333159): Form ADV filing data as of October 2026.