Elite Wealth Management, Inc.

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Client assets under management

$161,422,447

Clients

871

4% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

218

Very High

Average account size

$185,330

About

Elite Wealth Management serves individual and high‑net‑worth clients as well as retirement plans, charitable organizations, foundations and small businesses. The firm offers wrap‑fee asset management, financial planning and consulting, retirement‑plan services (including participant education) and ERISA fiduciary options such as discretionary 3(38) plan management.

The firm implements portfolios through a suite of model strategies—ETF, sector rotation, equity breakaway, tactical and fixed‑income approaches—using fundamental, technical and cyclical analysis and third‑party ranking data (Sherman Sheets) to guide allocations and rebalancing. It documents client objectives with written Investment Policy Statements, conducts ongoing monitoring and reporting, and offers additional implementation options such as structured‑note selections and coordinated custodial onboarding for plan and retail accounts.

Elite Wealth Management is notable among peer teams for a high client‑to‑advisor ratio (roughly 200+ clients per advisor), an ownership structure tied to a related retirement holding entity and affiliated service relationships that extend to a medical/member program. Its advisers are licensed insurance agents who devote a material portion of time to insurance product sales, the firm sponsors a wrap‑fee program, and it runs participant meetings, educational workshops and fiduciary education for plan committees—features that are less common for firms in this category.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fee of $500 (may be negotiable)

Percentage

$0 - $500,000: 1.5% $500,001 - $1,000,000: 1% $1,000,001+: 0.5%

Commissions

Additional compensation from sales of insurance products by IARs

Other

Minimum fee: Financial planning fixed fee of $500 (may be negotiable) Fee-only: Financial planning fixed fee $500, $250 annually for up to two planning sessions per year

Main office location

Elite Wealth Management, Inc.

2331 Post Road

Plover WI 54467, United States

Number of offices

Most active in

Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 715-341-8899

Advisors at this firm

Patrick M

Series 63, Series 65

Plover, WI

Elite Wealth Management, Inc.

Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Matthew D

Series 66

Plover, WI

Elite Wealth Management, Inc.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Michael M

Series 65

Plover, WI

Elite Wealth Management, Inc.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Victor K

Series 65

Plover, WI

Elite Wealth Management, Inc.

Victor Kizewski is a financial advisor at Elite Wealth Management, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory role, he is a licensed life and health insurance agent, recommending insurance and annuities as appropriate. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to offer a range of model portfolios and maintains an ERISA fiduciary role for plan clients.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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