Elite Wealth Management, Inc.

Elite Wealth Management, Inc. (CRD# 132122) is a financial advisory firm headquartered in Kirkland, WA. They manage $293,000,000 in 305 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $960,656
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 P. Lennil
CRD#: 5643043
1014 Market Street, Suite 100, Kirkland, WA 98033
100
Wealthminder
score
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
CRD#: 4135998
1014 Market Street, Suite 100, Kirkland, WA 98033
90
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.