Elite Life Management LLC

Elite Life Management LLC (CRD# 310917) is a financial advisory firm headquartered in Erie, PA. They manage $88,421,221 in 138 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5121 Zuck Rd, Erie, PA 16505
https://www.linkedin.com/company/elite-life-management-llc
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $640,733
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Elite Life Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeremy Shelby, financial advisor Erie PA
Jeremy T. Shelby
CRD#: 6823184
5121 Zuck Rd, Erie, PA 16505

Jeremy Shelby (CRD# 6823184) is an Investment Advisor Representative working at Elite Life Management LLC in Erie, PA and has over 6 years of experience in the finance industry.

2
Stephanie Terbrock, financial advisor Erie PA
Stephanie J. Terbrock
CRD#: 6989890
5121 Zuck Rd, Erie, PA 16505

Stephanie Terbrock (CRD# 6989890) is an Investment Advisor Representative working at Elite Life Management LLC in Erie, PA and has over 5 years of experience in the finance industry.

3
Ryan Williams, financial advisor Erie PA
Ryan A. Williams
CRD#: 6655190
5121 Zuck Rd, Erie, PA 16505

Ryan Williams (CRD# 6655190) is an Investment Advisor Representative working at Elite Life Management LLC in Erie, PA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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