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Elite Wealth Management, Inc. Overview

Type

Multi Family Office

General Information

Elite Wealth Management, Inc. is a multi-family office headquartered in Kirkland. Founded in 2004, the firm traces its wealth origin to founder Fariba Ronnasi’s private-banking and investment-management career. It serves affluent families with discretionary portfolio management, tax and estate planning, risk oversight, alternative investments, coordinated philanthropic advice, and family governance education—delivers comprehensive wealth management solutions.

Contact Information

Website:
https://elitewmg.com/

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
1014 Market Street, Kirkland, WA

Portfolio & Notable Allocations

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