Elite Wealth Management, Inc.

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Elite Wealth Management, Inc. Overview

Type

Family Office - Multi

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:

Website:
https://elitewmg.com/

Year Founded:

Open To Secondaries:

Open To First Time Funds:

Institution Type:
Family Office - Multi

Primary Contact:

Title:

Email:

Corporate Office:
1014 Market Street, Kirkland, WA

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