Elite Wealth Management, Inc.

Elite Wealth Management, Inc. (CRD# 132122) is a financial advisory firm headquartered in Kirkland, WA. They manage $420,677,483 in 1,329 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1014 Market Street, Suite 100, Kirkland, WA 98033
https://www.elitewm.com
By the Numbers
  • Total Assets Under Management
    421
    MILLION
  • Total Number of Accounts
    1,329
    ACCOUNTS
  • Average Account Value
    $316,537
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, OR, WA

Financial Advisors at Elite Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Lennil, financial advisor Kirkland WA
Kevin P. Lennil
CRD#: 5643043
Kirkland, WA 98033
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
Fariba Ronnasi, financial advisor Kirkland WA
Fariba Ronnasi
CRD#: 4135998
Kirkland, WA 98033

Fariba Ronnasi (CRD# 132122) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals