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Ali Reza Memaran-dadgar

Elite Wealth Management, Inc.

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About Ali Reza Memaran-dadgar

Ali Memaran-dadgar is a financial professional with over 16 years of experience in the industry. Ali is currently registered as an Investment Advisor Representative (IAR) in Oregon, Texas, and Washington. Ali is also the owner of Elite Accounting and Financial Services, Inc., a full-service accounting firm. Ali is responsible for the daily operations of the firm and works closely with clients to provide comprehensive accounting and financial services. Ali is also involved in several real estate partnerships, including Lake Geneva, LLC, and Rainer Vista. Ali works as a Principal for Elite Wealth Management, Inc. and as the Chief Executive Officer and Chief Compliance Officer, Ali is responsible for daily operations of the firm. Ali is also responsible for daily operations of Lattice Capital Management LLC, which runs hedge funds Dynamic Alpha Fund, LP Dynamic Alpha Master Fund, LP Dynamic Opportunity Fund, LP, and Dynamic Alpha Offshore Fund, LP.

Firm Information

Ali Memaran-dadgar is currently registered with Elite Wealth Management, Inc.. Elite Wealth Management, Inc. is a registered investment advisor located in Kirkland, Washington. The firm provides portfolio management services to individuals and other investment advisors. They have approximately $996 million in regulatory assets under management and serve approximately 538 clients.
Elite Wealth Management, Inc.

1014 MARKET STREET

KIRKLAND, WA 98033

$996.08M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ali Memaran-dadgar’s Registration & Firm History

WA

02/29/2024 - Present

Elite Wealth Management, Inc. (KIRKLAND WA)

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Licenses & Designations

IA

Issued 02/29/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ali Reza Memaran-dadgar.
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