ELITE LIFE MANAGEMENT LLC

CRD 310917File 801-127003

APPROVED

Retail clients

Filing as of Nov 12, 2025

Feed vintage Oct 1, 2026

Regulatory AUM

$147.0M

Bottom 25% of cohort (national)

Discretionary AUM

$145.5M

Non-discretionary $1.5M

Clients

279 accounts

Employees

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
Website: http://elitelifeteam.com/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Dec 1, 2025 vs May 1, 2025	Clients	74	91	increased by17
Dec 1, 2025 vs May 1, 2025	AUM	$127,872,346	$147,036,608	increased by$19,164,262
Dec 1, 2025 vs May 1, 2025	Accounts	217	279	increased by62
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ELITE LIFE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELITE LIFE” may also match similarly-named firms). Confirm identity against each filing.

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.