Elite Retirement Group is an SEC registered investment adviser organized as a corporation with a primary office location in Plover, WI. Its latest Form ADV filing, dated March 4, 2025, reports $168M in regulatory assets under management, 4 employees, 1 office, and 1,941 accounts.
Top client segmentIndividuals represent 98.6% of total clients.
Top client categories% of clientsClients
1
Individuals
98.6%
985
2
HNWI
1.4%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$168Mas of March 4, 2025
Discretionary100.0%
$168M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$168M
Total Accounts1,941
10Y AUM Change+$53M (+46.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee250:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.