Multi Family Office

Elite Wealth Management, Inc.

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.

Elite Wealth Management, Inc.

Elite Wealth Management, Inc.

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.

General information

Firm type

Multi Family Office

Year founded

AUM

Location

Region

North America

Country

City

Kirkland

Corporate office

1014 Market Street, Kirkland, WA

Frequently asked questions

What is Elite Wealth Management, Inc.?

Elite Wealth Management, Inc. is a multi family office headquartered in Kirkland.

Where is Elite Wealth Management, Inc. headquartered?

Elite Wealth Management, Inc. is headquartered in Kirkland, in the North America region.

What does Altss track for Elite Wealth Management, Inc.?

Altss maintains an OSINT-verified profile of Elite Wealth Management, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Elite Wealth Management, Inc.'s website?

Elite Wealth Management, Inc.'s public website is www.elitewm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Elite Wealth Management, Inc.?

Elite Wealth Management, Inc. is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Elite Wealth Management, Inc.?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Elite Wealth Management, Inc.?

Elite Wealth Management, Inc.'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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