# ELITE WEALTH MANAGEMENT, INC.

ELITE WEALTH MANAGEMENT, INC. of KIRKLAND, WA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 132122
- Type: SEC-registered investment adviser
- SEC file number: 801-63310
- Location: 1014 MARKET STREET, SUITE 100, KIRKLAND, WA, 98033
- Phone: 425-828-4300
- Latest filing: 2026-03-30
- Regulatory AUM: $861.3M
- Discretionary AUM: $860.5M
- Non-discretionary AUM: $786K
- Clients: 5
- Accounts: 1,510

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Ali Reza Memaran-Dadgar | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| MCCARRON JAMES DENNIS | CHIEF COMPLIANCE OFFICER | — |
| RONNASI FARIBA | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER (+3 more) | — |
| NEVILLS TRENT E | PRINCIPAL/SR. PORTFOLIO MANAGER | — |
| HALL STEVE CHARLES | PORTFOLIO MANAGER | — |
| WANG YINMO | SENIOR PORTFOLIO MANAGER | — |
| MEMARAN-DADGAR ALI REZA | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| LEE RICHARD S | CHIEF COMPLIANCE OFFICER | — |
| RONNASI FARIBA NMN | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| MACKINNON J DOUGLAS | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132122/similar
- Related entities: https://search.stillhousedata.com/firm/132122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132122

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.