RIA Intelligence

ELITE WEALTH MANAGEMENT, INC.

CRD #132122 SEC #801-63310 KIRKLAND, WA 425-828-4300
SEC Registered
Total AUM
$996.1M
Discretionary
$995.2M
Employees
7
Clients
0
Accounts
1,914

Firm Details

Organization Type
Corporation
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HALL, STEVE, CHARLESIPORTFOLIO MANAGERNA Control
HALL, STEVE, CHARLESIPORTFOLIO MANAGERNA Control
HALL, STEVE, CHARLESIPORTFOLIO MANAGERNA Control
HALL, STEVE, CHARLESIPORTFOLIO MANAGERNA Control
HALL, STEVE, CHARLESIPORTFOLIO MANAGERNA Control
HALL, STEVE, CHARLESIPORTFOLIO MANAGERNA Control
HALL, STEVE, CHARLESIPORTFOLIO MANAGERNA Control
LEE, RICHARD, SICHIEF COMPLIANCE OFFICERNA Control
LEE, RICHARD, SICHIEF COMPLIANCE OFFICERNA Control
MACKINNON, J. DOUGLASICHIEF COMPLIANCE OFFICERNA Control
MCCARRON, JAMES, DENNISICHIEF COMPLIANCE OFFICERNA
MCCARRON, JAMES, DENNISICHIEF COMPLIANCE OFFICERNA
WANG, YINMOISENIOR PORTFOLIO MANAGERNA
WANG, YINMOISENIOR PORTFOLIO MANAGERNA
WANG, YINMOISENIOR PORTFOLIO MANAGERNA
WANG, YINMOISENIOR PORTFOLIO MANAGERNA
MEMARAN-DADGAR, ALI, REZAICHIEF EXECUTIVE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF EXECUTIVE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF EXECUTIVE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF EXECUTIVE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF COMPLIANCE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF EXECUTIVE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF COMPLIANCE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF EXECUTIVE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF COMPLIANCE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF EXECUTIVE OFFICERE Control
MEMARAN-DADGAR, ALI, REZAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAICHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAIPRESIDENTE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBAIPRESIDENT, CHIEF INVESTMENT OFFICERE Control
RONNASI, FARIBAIPRESIDENT, CHIEF INVESTMENT OFFICERE Control
RONNASI, FARIBAIPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, (NMN)IPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, (NMN)IPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, (NMN)IPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, (NMN)IPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, (NMN)IPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, (NMN)IPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, (NMN)IPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, NMNICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RONNASI, FARIBA, NMNICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
NEVILLS, TRENT, EIPRINCIPAL/SR. PORTFOLIO MANAGERC Control
NEVILLS, TRENT, EIPRINCIPAL/SR. PORTFOLIO MANAGERC Control
NEVILLS, TRENT, EIPRINCIPAL/SR. PORTFOLIO MANAGERC Control

Registrations

Federal

IA
Feb 11, 2025 REGISTERED

Notice Filings (7)

AK AZ CA OR TX VA WA

Address

1014 MARKET STREET
SUITE 100
KIRKLAND, WA 98033
United States
Phone: 425-828-4300