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ELITE LIFE MANAGEMENT LLC
CRD 310917File 801-127003
APPROVED
Retail clients
Filing as of Nov 12, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$147.0M
Bottom 25% of cohort (national)
Discretionary AUM
$145.5M
Non-discretionary $1.5M
Clients
91
279 accounts
Employees
4
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 8, 2022
- Principal office
- 2725 COLONIAL AVE, ERIE, PA, 16505
- Phone
- (814) 836-5776
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.0M
- Discretionary AUM
- $145.5M
- Non-discretionary AUM
- $1.5M
- Discretionary accounts
- 272
- Non-discretionary accounts
- 7
- Total accounts
- 279
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $423K |
| High net worth individuals | 15 | $129.7M |
| Individuals (other than high net worth individuals) | 71 | $16.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.