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. 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.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss 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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