Elite Wealth Management, Inc.
Elite Wealth Management, Inc. (CRD# 132122) is a financial advisory firm headquartered in Kirkland, WA. They manage $996,333,112 in 1,754 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management996MILLION
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Total Number of Accounts1,754ACCOUNTS
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Average Account Value$568,035
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, OR, TX, WA
Financial Advisors at Elite Wealth Management, Inc.
1
Kevin Lennil (CRD# 5643043) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 7 years of experience in the finance industry.
2
Robert Lybbert (CRD# 7451138) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 2 years of experience in the finance industry.
3
Ali Memaran-Dadgar (CRD# 5652400) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has 1 year of experience in the finance industry.
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