Elite Wealth Management

Elite Wealth Management

Elite Wealth Management was established in 2004 by Fariba Ronnasi after her career in private banking and investment management. The firm operates as a multi-family office from Kirkland, Washington, and remains under the ownership of Ali R. M. Dadgar. The firm allocates across public equities, hedge funds, private equity, and real estate. Confirmed holdings include Microsoft, NVIDIA, Amazon, and Broadcom. It also maintains exposure to infrastructure and renewable energy funds through external managers. Geographic focus centers on North America with additional activity in global public markets. Direct ownership of Lattice Capital Management provides an affiliated platform for private fund management. The team oversees $996 million and maintains relationships with custodians Charles Schwab and Interactive Brokers. Fariba Ronnasi has supported the Seattle Art Museum, Seattle Children’s Hospital, and Seattle Symphony. Ali R. M. Dadgar holds the roles of CEO, chief compliance officer, and sole owner as of 2025. No material operational events have been recorded in the last 24 months. The firm’s structure integrates an owned investment adviser with family-office services, allowing coordinated execution across public positions, alternatives, and operating businesses without reliance on external platforms.