# Elite Wealth Management

Elite Wealth Management is a Multi Family Office based in Plover, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plover, United States
- **Region:** North America
- **Address:** 1014 Market Street, Kirkland, WA
- **Founded:** 2004
- **Assets under management:** 996 (Altss estimate)
- **Website:** elitewm.com
- **LinkedIn:** https://www.linkedin.com/company/elite-wealth-management-inc-/

## Regulatory record

- **CRD number:** 333159
- **SEC file number:** 801-63310
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333159

## About

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.

## Sectors

- Hedge Funds
- Private Equity
- Philanthropic / Mission-Related Investing
- Real Estate

## People

- Ali R. M. Dadgar — CEO, Chief Compliance Officer, and Sole Owner
- Fariba Ronnasi — Founder

## Questions

### Who runs investment decisions at Elite Wealth Management?

Ali R. M. Dadgar serves as CEO, chief compliance officer, and sole owner. Fariba Ronnasi founded the firm in 2004.

### Does Elite Wealth Management participate in fund commitments or only direct deals?

The firm maintains positions in hedge funds and private equity funds while also holding direct public equities and real estate assets.

### What investment stages does Elite Wealth Management typically target?

The firm holds mature public equities and allocates to private equity and infrastructure funds without a disclosed early-stage focus.

### How is Elite Wealth Management related to Lattice Capital Management?

Elite Wealth Management owns 100 percent of Lattice Capital Management, an affiliated investment adviser and private fund manager.

### Which sectors does Elite Wealth Management explicitly avoid?

No explicit avoidance sectors are disclosed in available records.

## Related profiles

- [Ayaltis](https://altss.com/profile/ayaltis)
- [Alpha Leonis Partners](https://altss.com/profile/alpha-leonis-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/elite-wealth-management-inc

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