$861.3M Total AUM
$860.5M Disc. AUM
0.6% 3Y CAGR
5 Employees
469 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- ElementBridge +more
- Established Date
- 07-02-2004
- Office Locations
- 1
Office Locations
1014 Market Street Suite 100 Kirkland WA
About Elite Wealth Management, Inc.
Elite Wealth Management, Inc. is a Kirkland, WA RIA providing proactive investment advice, comprehensive portfolio management, and strategic financial planning for individuals, families, and institutions. The team emphasizes values-based guidance and risk-aware asset allocation, using a mix of ETFs and public funds. Custody includes Charles Schwab.
Team overview
47 AVG AGE
$287.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
22yrs Firm Age
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Accredited Investors
Optima element
Asset Classes
Pathway optima Focus Catalyst Beacon prime Harbor Optima capital Focus
Client Personas
Legacy catalyst Capital summit
Custodian
North eagle Ember Zenith Prime Glacier
Investment Themes
Foundation Peak Delta
Investment Vehicles
Fusion pioneer Summit radial
Platform
Foundation vector Radial
Services
Beacon meridian Frontier focus Bridge North Radial Insight timber Catalyst peak Catalyst
Technology
Vector beacon Legacy North
Owner & Executives
A
ALI REZA MEMARAN-DADGAR
Chief Executive Officer, Managing Member, Owner
- CRD
- #5652400
- Ownership
- 75% or more
(303) 247-6963
frontier.catalyst@glaciercapital.com
in linkedin.com/in/focus-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
TERRY L THOMASON
--
- CRD
- #4831285
(737) 310-2930
ember.meridian@beaconcapital.com
in linkedin.com/in/capital-frontier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $860,535,269 | $571,405 |
| Non-Discretionary | $786,343 | $196,586 |
| Total | $861,321,612 | $570,412 |
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Separately Managed Accounts
Total SMA Asset: $861,321,612
Equity - Exchange:
43.0% U.S. Government/Agency:
22.3% Public Funds:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,907,099,290 | 43.0% |
| U.S. Government/Agency | $989,030,562 | 22.3% |
| Public Funds | $1,538,984,777 | 34.7% |
| Total | $4,435,114,629 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN LEGACY | FOCUS CATALYST | 50MSGN28J | FDHJ | 8.65% | $5,951,020 |
| HARBOR UNISON | OPTIMA PEAK | 166M150NY | IZHC | 3.55% | $84,573,948 |
| WAVE ATLAS PRIME | ATLAS OPTIMA | R3AW58HPV | KVUV | 6.84% | $83,457,172 |
| FRONTIER OAK RADIAL | QUANTUM BRIDGE | 1K3Z1BLFQ | ZLUN | 11.59% | $42,466,802 |
| CREST ALPHA | UNISON PRIME | P4PT0C99L | DBR | 2.63% | $78,317,418 |
| EMBER VECTOR HARBOR | OAK PRIME | EXDRXI14S | RRXEC | 0.61% | $50,562,101 |
| HORIZON EMBER | MERIDIAN INSIGHT | MGIY8ETES | RPRNA | 1.48% | $88,492,284 |
| VITAL LEGACY MATRIX | RIDGE ELEMENT | YZH7BNO5B | WHO | 12.54% | $70,021,554 |