Elite Wealth Management, Inc

EST. AUM
$861,321,612

CONTACTS
8

CLIENT ACCOUNTS
1,510

Firm Details

Metro area Seattle
CRD Number 132122
Website elitewm.com
Client types

Overview

Elite Wealth Management (EWM) serves a diverse clientele ranging from successful entrepreneurs to families with multi-generational wealth, addressing their complex financial needs with a commitment to privacy and confidentiality. Founded on the principles of guiding clients towards sustainable wealth expansion, EWM emphasizes personalized financial guidance aligned with each client's values and priorities. The firm's approach combines extensive experience in managing high-net-worth individuals' and institutions' assets with a proactive strategy aimed at achieving consistent, risk-adjusted returns. EWM's philosophy centers on preserving and strategically growing client portfolios through tactically managed investments designed to perform robustly across varying economic landscapes. With a dedication to ethical standards and comprehensive client service, EWM ensures transparent communication and informed decision-making throughout every step of the wealth management process. Allan Dadgar, CEO and President, leads EWM with a background in both engineering and financial services, underscoring the firm's multidimensional expertise in investment and tax strategies. Located in Kirkland, WA, EWM continues to provide cutting-edge financial solutions tailored to meet the evolving needs of its clientele, striving to maintain a proactive and trusted partnership in safeguarding and enhancing client financial futures.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Elite Wealth Management, Inc

Platform Details

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