Elite Life Management LLC

EST. AUM
$147,036,608

CONTACTS

CLIENT ACCOUNTS
279

Firm Details

Metro area Tampa
CRD Number 310917
Website elitelifeteam.com
Client types

Overview

Elite Life Management LLC is an independent registered investment adviser headquartered in Erie, Pennsylvania, with specialized client operations in Sarasota, Florida. Founded in 2020 by principal advisor and former professional baseball player Jeremy Shelby, the firm operates under a strict fiduciary standard, offering a holistic wealth management approach that integrates both financial and personal well-being. Following a strategic merger of advisory frameworks with HBKS Wealth Advisors in 2022, Elite Life Management continues to provide customized advisory services under its own brand. The firm specializes in comprehensive life planning, estate coordination, risk management, and financial blueprinting for retail investors, high-net-worth families, and professionals in the sports and entertainment industries. Its investment philosophy emphasizes long-term strategic asset allocation through globally diversified, tax-efficient portfolios built primarily with low-cost ETFs and institutional mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Elite Life Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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