AM
Ali R. Memaran-dadgar
ELITE WEALTH MANAGEMENT
Kirkland, WA 98033
Some features on this profile are disabled
CRD#: 5652400
AM
Professional summary
Ali Reza Memaran-dadgar, who also goes by Ali Memaran-dadgar, is a registered financial advisor currently at ELITE WEALTH MANAGEMENT, INC. located in Kirkland, Washington.
Ali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ali has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ali Memaran-Dadgar
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OWNER OF ELITE ACCOUNTING AND FINANCIAL SERVICES INC LOCATED AT THE FOLLOWING ADDRESSES: 19221 - 36TH AVENUE WEST, #204 LYNNWOOD, WA 98036 1010 MARKET STREET KIRKLAND, WA 98033 ROLE: PRINCIPAL THIS IS A FULL SERVICE ACCOUNTING FIRM, I AM RESPONSIBLE FOR THE DAILY OPERATION OF THE FIRM. LAKE GENEVA, LLC, REAL ESTATE PARTNERSHIP RAINER VISTA, REAL ESTATE PARTNERSHIP HOURS VARY MONTH TO MONTH FOR BOTH REAL ESTATE PARTNERSHIPS. Elite Wealth Management Inc: 1014 Market Street, Kirkland, WA 98033 Wealth Management Firm that runs SMA accounts for clients. Chief Executive Officer and Chief Compliance Officer. Responsible for daily operations of the firm. Lattice Capital Management LLC: 1014 Market Street, Kirkland, WA 98033 Runs Hedge funds Dynamic Alpha Fund, LP Dynamic Alpha Master Fund, LP Dynamic Opportunity Fund, LP and Dynamic Alpha Offshore Fund, LP. Responsible for daily operations of the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Ali Reza Memaran-dadgar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 29, 2024 - Present
ELITE WEALTH MANAGEMENT, INC.
Office #1: 1014 Market Street Suite 100, Kirkland, WA 98033RIA
CRD#: 132122
Kirkland, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
ELITE WEALTH MANAGEMENT, INC.
ELITE WEALTH MANAGEMENT, INC.
CRD#: 132122 / SEC#: 801-63310
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(2/29/2024)
IAR
Texas(2/29/2024)
IAR
Washington(2/29/2024)
Current Firm
EW
ELITE WEALTH MANAGEMENT, INC.
ELITE WEALTH MANAGEMENT, INC.
CRD#: 132122 / SEC#: 801-63310
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1014 Market Street Suite 100, Kirkland, WA 98033
Mailing Address
Phone number
(425) 828-4300
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,914 |
| AUM (Assets Under Management) | $ 996,082,300 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
