PPrivate Fund Data Log in Join · $37/mo

Elite Wealth Management, Inc.

● SEC registered since 2004CRD 132122SEC# 801-63310Kirkland, WA
Export (members)
Reg. AUM
$996.1M
Employees
7
Accounts
1,914
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 $996.1 million in regulatory assets under management and employs 7 people.
www.elitewm.comView on SEC.gov ↗

Elite Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Ali Reza Memaran-Dadgar ControlChief Compliance OfficerOver 75%2023
Ali Reza Memaran-Dadgar ControlChief Executive OfficerOver 75%2023

Frequently asked questions

How much does Elite Wealth Management, Inc. manage?

Elite Wealth Management, Inc. reports $996.1 million in regulatory assets under management on its Form ADV.

How many employees does Elite Wealth Management, Inc. have?

Elite Wealth Management, Inc. reports 7 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

Address1014 Market Street, Suite 100, Kirkland, WA 98033
Phone425-828-4300
Fax425-828-9700
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1622757
Discloses disciplinary historyNo

Assets under management

Discretionary$995.2M
Non-discretionary$901K
Total (RAUM)$996.1M