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Building 2ELITE WEALTH MANAGEMENT, INC.

Map pinPLOVER, WI
Phone715-341-8899
NotebookSEC #801-131559
Total AUM
$161.4M
Employees
5
Clients
871

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2331 POST ROAD
PLOVER
WI 54467
United States
Operating Hours
BY APPT. ONLY
Monday - Friday
Phone
715-341-8899
Other Offices
1

ReceiptFinancials

Total AUM
$161.4M
Accounts
1,583
Discretionary
$161.4M
Accounts
1,583
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
836
AUM
$96.9M
HNW Individual Clients
35
AUM
$64.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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