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ELITE WEALTH MANAGEMENT, INC.

PLOVER, WI · CRD 333159 · IAPD ↗ · soundcloud.com · 715-341-8899

$161.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — ELITE WEALTH MANAGEMENT, INC. changed its website from eliteretirementgroup.com to soundcloud.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
March 2025 — ELITE WEALTH MANAGEMENT, INC. (PLOVER, WI) is newly SEC-registered with $153.4M 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.