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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

ELITE RETIREMENT GROUP

ELITE RETIREMENT GROUP, INC., CRD 312178

PLOVER, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30d4f4cb-61e3-93bd-3590-b3ba416c4cc8

Data as of Mar 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 0
Observed: Mar 20, 2024 to Mar 4, 2025
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $168MItem 5.F on the latest filing (2025-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $168M
Private client RAUM: $168MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,941
Individual clients: 985
High net worth clients: 14
SEC number: 801-129944
CRD: 312178
Filings on the tape: 4
First filed: Mar 20, 2024
Latest filed: Mar 4, 2025
Organised: Corporation, WI

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARCELL, PATRICK, LEE	CEO AND CCO	E	yes	11/2020	Mar 20, 2024	Aug 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kronenwetter	Wi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 4, 2025	$168M	$168M	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$168M	n/a	n/a	n/a	n/a	4	n/a	1	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ELITE WEALTH MANAGEMENT, INC.	4	Dec 31, 2025	Mar 4, 2025	PLOVER, WI	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BROOKSTONE CAPITAL MANAGEMENT LLC	2	Apr 15, 2021	Jan 14, 2021	PLOVER, WI	Team lift out	RIA to RIA	0.7%

Relationships

Affiliated with (1)

← ELITE WEALTH MANAGEMENT, INC.Registered adviserother investment adviser, control, common control
factForm ADV

Registered with (5)

← PATRICK LEE MARCELLAdvisorregistration: previous registration
Jan 14, 2021 to Dec 31, 2025factForm ADV
← MICHAEL WILLIAM MARCELLAdvisorregistration: previous registration
Jan 14, 2021 to Dec 31, 2025factForm ADV
← Victor Ray KizewskiAdvisorregistration: previous registration
Jan 14, 2021 to Dec 31, 2025factForm ADV
← Matthew Theodore DanielsAdvisorregistration: previous registration
Sep 21, 2023 to Dec 31, 2025factForm ADV
← Renee Celeste RadtkeAdvisorregistration: previous registration
Aug 30, 2022 to Mar 27, 2023factForm ADV

Moved with (2)

→ ELITE WEALTH MANAGEMENT, INC.Registered adviser4 advisors, firm absorbed, same day
Dec 31, 2025 to Mar 4, 2025factForm ADV
← BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Apr 15, 2021 to Jan 14, 2021factForm ADV

Controls (1)

← MARCELL, PATRICK, LEEOwnerCEO AND CCO, ownership code E, individual
Mar 20, 2024 to Aug 13, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Firm absorbed
Elite Retirement Group's advisors moved to Elite Wealth Management, Inc. (Plover, WI): 4 of 4 registered, on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Michael William Marcell left Elite Retirement Group for Elite Wealth Management, Inc. (registered 2025-02-26)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Victor Ray Kizewski left Elite Retirement Group for Elite Wealth Management, Inc. (registered 2025-02-26)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Matthew Theodore Daniels left Elite Retirement Group for Elite Wealth Management, Inc. (registered 2025-02-26)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Patrick Lee Marcell left Elite Retirement Group for Elite Wealth Management, Inc. (registered 2025-03-04)
Form ADVobserved 6 days ago
Occurred
Mar 20, 2024
First Form ADV filing
Elite Retirement Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2023
Advisor changed firm
Renee Celeste Radtke left Elite Retirement Group for Sequent Planning, Llc (registered 2023-09-29)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Aug 3, 2026
Elite Retirement Group no longer on the SEC adviser roster (last listed 2026-07-01, RAUM $168.4M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30d4f4cb-61e3-93bd-3590-b3ba416c4cc8
First observed: Mar 20, 2024
Last observed: Mar 4, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELITE RETIREMENT GROUP

ELITE RETIREMENT GROUP, INC., CRD 312178

PLOVER, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30d4f4cb-61e3-93bd-3590-b3ba416c4cc8

Data as of Mar 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARCELL, PATRICK, LEE

CEO AND CCO

yes

11/2020

Mar 20, 2024

Aug 13, 2024

City

State

Country

Employees

Also broker-dealer

Kronenwetter

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 4, 2025

$168M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$168M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ELITE WEALTH MANAGEMENT, INC.

Dec 31, 2025

Mar 4, 2025

PLOVER, WI

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BROOKSTONE CAPITAL MANAGEMENT LLC

Apr 15, 2021

Jan 14, 2021

PLOVER, WI

Team lift out

RIA to RIA

0.7%