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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