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ELITE RETIREMENT GROUP

PLOVER, WI · CRD 312178 · IAPD ↗ · 715-341-8899

$168.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — ELITE RETIREMENT GROUP (PLOVER, WI) left the SEC roster (was $168.4M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
March 2025 — ELITE RETIREMENT GROUP reported RAUM up 46% ($115.2M -> $168.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — ELITE RETIREMENT GROUP (PLOVER, WI) is newly SEC-registered with $115.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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