Ali Reza Memaran-dadgar
Investment adviser representative at Elite Wealth Management, Inc.
19 yearsExperience
3 statesRegistered in
$861.3MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Elite Wealth Management, Inc.Jul 2023 to now
- Lattice Capital ManagementJul 2023 to now
- Elite Accounting & Financial ServicesJan 2009 to now
- Lattice Capital ManagementMay 2007 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Elite Wealth Management, Inc.
$861.3MAssets managed
469Clients
2Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5652400
- Firm CRD
- 132122