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Elite Life Management LLC
Elite Life Management LLC is a US-based registered investment adviser headquartered in Erie, Pennsylvania. Founded in 2020, Elite Life Management provides individualized investment advisory and financial planning services to both high net worth individuals and general retail clients in the United States. The firm manages client portfolios on a discretionary basis and is regulated by the SEC. As of mid-2025, it employs approximately 4 people, all of whom are directly involved in investment activities. The firm focuses on serving private clients seeking comprehensive wealth and retirement planning solutions.
Investment Strategy
Elite Life Management LLC focuses on providing customized investment management and financial planning solutions tailored to individual client needs, primarily high net worth and retail investors. The firm manages diversified portfolios with a core strategy of asset allocation, utilizing publicly traded securities such as equities and ETFs. Their investment philosophy emphasizes long-term financial goals, including retirement and wealth preservation, with portfolio construction designed to control risk and optimize returns in accordance with each client's risk tolerance, investment objectives, and financial profile.
Latest 13F Filing Activity
Elite Life Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 36 equity positions with a total 13F market value of $49M. The fund increased holdings in Schwab Strategic TR, Dimensional Etf Trust, Vanguard Tax-managed FDS among other positions. Elite Life Management LLC reduced exposure to Ishares TR, Netflix Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 26.01% | $12.7M | 483,521 | $22.25 | $26.34 | +$3.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 19.63% | $9.6M | 159,205 | $51.04 | $59.92 | +$1.7M |
D DFVX | DIMENSIONAL ETF TRUST | 11.27% | $5.5M | 76,237 | $65.91 | $72.72 | +$1.9M |
V VCRB | VANGUARD MALVERN FDS | 8.40% | $4.1M | 52,261 | $78.41 | $78.41 | +$609.5K |
N NVDA | NVIDIA CORPORATION | 5.17% | $2.5M | 14,076 | $65.24 | $186.58 | +$421.3K |
Industry Allocation
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