Elite Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$860,535,269
Clients
465
Advisors
2
of 5 employees
About
Elite Wealth Management provides discretionary investment management to individuals, high‑net‑worth clients, and other investment advisers/financial services firms. The firm offers several named strategies — Dynamic Option Overlay, Tactical Long/Short, Core Select, Global, and Dividend — delivered through separately managed accounts and model/white‑label programs, and generally charges fees as a percentage of assets under management.
Elite’s onboarding relies on an investor questionnaire and an interactive process to set risk tolerance, time horizon, and objectives, with formal account reviews typically on a quarterly basis. Investment selection uses a mix of fundamental, technical, cyclical, and charting analysis, and portfolios may include ETFs, individual equities, alternative investments, options, and other derivatives; the firm also implements margin and other borrowing techniques where appropriate.
Noteworthy differences from many peers include its provision of model and white‑label portfolios to third‑party managers and its practice of serving other investment adviser clients, as well as an affiliation with Lattice Capital Management and recommendations to invest in the Lattice Fund, which creates potential conflicts because personnel and resources are shared. The firm manages a relatively large asset base (approximately $861 million) relative to its reported adviser count and explicitly uses derivatives and borrowing (including portfolio margin for concentrated accounts) in separately managed accounts, a set of practices less common among team firms.
Client services
Expertise
Fee options
$0 - $100,000,000: 0.60% annually $100,000,001 - $150,000,000: 0.55% annually $150,000,001+: 0.50% annually $0 - $100,000,000: 0.30% - 0.35% annually (non-discretionary model portfolios) $100,000,001 - $150,000,000: 0.25% - 0.30% annually (non-discretionary model portfolios) $150,000,001+: 0.20% - 0.25% annually (non-discretionary model portfolios)
Performance-based fees are charged by the affiliated Lattice Fund: 1.50% annual management fee plus 10% profit allocation.
Fee-only: Standard fee is 1.00% of assets under management for Direct Clients, fee-only basis.
Main office
1014 Market Street, Suite 100
Kirkland WA 98033
Advisors at this office
2
Most active in
Arizona · California · Florida · Nebraska · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Terry T
Series 63, Series 66
Kirkland, WA
Elite Wealth Management, Inc.
Terry Thomason is a financial advisor at Elite Wealth Management, Inc. in Kirkland, WA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Clarity Capital Partners LLC, American Trust Investment Services Inc, Fidelity Investment, and Unionbanc Investment Services. Outside of his advisory role, Thomason is president of Edmonds Devoted Family Care, a senior care business, and serves as head coach for the Edmonds Warriors Junior Football team. Elite Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and other financial services firms. The firm offers multiple named strategies delivered through separately managed accounts and model portfolios, using a mix of fundamental, technical, and cyclical analysis that includes ETFs, equities, alternatives, options, and derivatives.
Ali M
Series 65
Kirkland, WA
Elite Wealth Management, Inc.
Ali Memaran Dadgar is a Series 65-licensed financial advisor at Elite Wealth Management, Inc. with two years of industry experience. He is also the principal owner of Elite Accounting & Financial Services, a full-service accounting firm he has operated since 2009. Elite Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, as well as other financial firms through model portfolios and white-label arrangements. The firm employs a variety of investment strategies, including dynamic option overlays and tactical long/short approaches, and maintains an operational affiliation with Lattice Capital Management, which manages affiliated private funds.
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