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ELITE LIFE MANAGEMENT LLC

ERIE, PA · CRD 310917 · IAPD ↗ · (814) 836-5776

$147.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
December 2025 — ELITE LIFE MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
December 2024 — ELITE LIFE MANAGEMENT LLC reported RAUM up 45% ($88.4M -> $127.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.