ELITE WEALTH MANAGEMENT, INC. of KIRKLAND, WA is an SEC-registered investment adviser (CRD 132122). Regulatory assets under management: $861.3M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |