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
1014 Market Street, Suite 100, Kirkland, WA 98033
https://www.elitewm.com
By the Numbers
  • Total Assets Under Management
    996
    MILLION
  • Total Number of Accounts
    1,754
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Elite Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kevin Lennil, financial advisor Kirkland WA
Kevin P. Lennil
CRD#: 5643043
1014 Market Street, Suite 100, 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
Robert Lybbert, financial advisor Kirkland WA
Robert V. Lybbert
CRD#: 7451138
1014 Market Street, Suite 100, Kirkland, WA 98033

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, financial advisor Kirkland WA
Ali R. Memaran-Dadgar
CRD#: 5652400
1014 Market Street, Suite 100, Kirkland, WA 98033

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.

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.

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