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| Elite Life Management LLC
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|---|---|
| CRD # | 310917 |
| SEC # | 801-127003 |
| CIK # | 0002010262 |
| AUM | 147.0 M (2025-11-12) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 814-836-5776 |
| Address | 2725 Colonial Ave Erie, PA 16505 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.7 | ||
| Apple Inc | 2.4 | ||
| Microsoft Corp | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Amazon Com Inc | 1.5 | ||
| Facebook Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Broadcom Inc | 1.0 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 16.9 |
| (b) Individuals (high net worth individuals) | 15 | 129.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 147.0 |
| By Discretionary | ||
| Discretionary | 272 | 145.5 |
| Non-Discretionary | 7 | 1.5 |
| Total | 279 | 147.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.0 | |
| Total | 279 | 147.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010262] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
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Global Wealth Strategies LLC
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|
The Wealth Advantage Group Inc
✚
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