AM

Ali Reza Memaran-Dadgar

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
542 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$996.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Elite Wealth Management charges a standard investment management fee of 1.00% of assets under management for direct clients. Fees are negotiable. They also provide model portfolios through third-party manager platforms with fees ranging from 0.20% to 0.60% annually, depending on the level of service and assets. Clients are responsible for custody/brokerage fees charged by Schwab or Interactive Brokers. Lattice Funds charge separate management and performance-based fees.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

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

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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
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 · 1 yr 11 mos
State Registrations3 states
ORTXWA
Advisor
Exams
No exam information available for this advisor.