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Elite Wealth Management, Inc.

CRD 132122  ·  Kirkland, WA  ·  $861.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
132122
SEC number
801-63310
Firm type
RIA
Assets under management
$861.3M as of Mar 30, 2026
Website
www.elitewm.com ↗
Phone
425-828-4300
Address
1014 Market Street, Kirkland, WA, 98033

Advisors at this firm

2 in our index · page 1 of 1

  • Ali Reza Memaran-DadgarCRD 5652400 · Kirkland, WA
    IA Registered
    Disclosure event(s) on record
  • Terry L ThomasonCRD 4831285 · Kirkland, WA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–2 of 2

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 132122 ↗ FINRA BrokerCheck record for firm CRD 132122 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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