Ali Reza Memaran-dadgar

Elite Wealth Management, INC.

1 Year of Experience

4 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Elite Wealth Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

542 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$996.1M

Fee Structure

Financial Planning:Investment management only

Location

1014 Market Street, Suite 100, Kirkland, WA, 98033

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2025

Pending

Customer Dispute

July 2025

Pending

Customer Dispute

June 2025

Pending

Customer Dispute

June 2025

Pending

View Full SEC Report How to Read Disclosures

Other Business Activities

Ali is the owner of Elite Accounting and Financial Services Inc, a full-service accounting firm, and is responsible for its daily operations. Ali is also involved in multiple real estate partnerships, serves as CEO and CCO of Elite Wealth Management Inc, and manages Lattice Capital Management LLC, which runs several hedge funds.

Employment History

Current Registrations

Elite Wealth Management, INC.

February 2024 - Present · 2 yrs

State Registrations3 states

ORTXWA

Advisor

Exams

No exam information available for this advisor.