Elite Wealth Management, Inc.
● SEC registered since 2004CRD 132122SEC# 801-63310Kirkland, WA
Reg. AUM
$861.3M
Employees
5
Accounts
1,510
Location
Kirkland, WA
Elite Wealth Management, Inc. assets under management
Elite Wealth Management, Inc. operates as an SEC-registered investment adviser based in Kirkland, WA. The firm has been registered since 2004. It reports $861.3 million in regulatory assets under management and employs 5 people.
Elite Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ali Reza Memaran-Dadgar Control | Chief Executive Officer | Over 75% | 2023 |
| Ali Reza Memaran-Dadgar Control | Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Elite Wealth Management, Inc. manage?
Elite Wealth Management, Inc. reports $861.3 million in regulatory assets under management on its Form ADV.
How many employees does Elite Wealth Management, Inc. have?
Elite Wealth Management, Inc. reports 5 employees.
Where is Elite Wealth Management, Inc. located?
Elite Wealth Management, Inc. is based in Kirkland, WA and has been SEC-registered since 2004.
Does Elite Wealth Management, Inc. disclose fund performance?
Elite Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1014 Market Street, Suite 100, Kirkland, WA 98033 |
| Phone | 425-828-4300 |
| Fax | 425-828-9700 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1622757 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$861.3M▼ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$861.3Mregulatory AUM
Discretionary $860.5MNon-discretionary $786K