Ali Memaran-Dadgar is a registered investment advisor at Elite Wealth Management, INC., based in Kirkland, WA, with 2 years of industry experience. Ali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 542 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Elite may take a Client’s aggregate assets under management with Elite (including assets invested in the Lattice Funds) into consideration when determining the Client’s management fee.
Fee Estimator
Location
1014 Market Street, Suite 100, Kirkland, WA, 98033
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Regulatory History (1)
Customer Dispute
October 2025Other 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.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.