AdvisorOS Directory
Claim Profile
Unclaimed Profile
AM

Ali Reza Memaran-Dadgar

LATTICE CAPITAL MANAGEMENT LLC·KIRKLAND, Washington
Series 652 years registeredLATTICE CAPITAL MANAGEMENT LLC
1014 MARKET STREET, KIRKLAND, WA 98033CRD# 5652400Firm CRD# 141860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ali Reza Memaran-Dadgar · KIRKLAND, WA
Registration
CRD #5652400 · LATTICE CAPITAL MANAGEMENT LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

ELITE WEALTH MANAGEMENT, INC.
Feb 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 29, 2024
Years registered · 2
03

Disclosure History

2026Customer Dispute·Pending
2026Customer Dispute·Pending
2025Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LATTICE CAPITAL MANAGEMENT LLC
CRD 141860 · SEC 801-79193
AUM
$755M
Regulatory assets under management
Employees
7
4 client accounts
Services offered by LATTICE CAPITAL MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LATTICE CAPITAL MANAGEMENT LLC →
Introduction

Speak with Ali

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ali is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KIRKLAND?

Browse all registered financial advisors in KIRKLAND, Washington or claim this profile if it's yours.

Browse KIRKLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ali Reza Memaran-Dadgar offer?
Ali Reza Memaran-Dadgar specializes in Retirement Planning. Contact their office in KIRKLAND, Washington for a consultation.
What are Ali Reza Memaran-Dadgar's credentials?
Ali Reza Memaran-Dadgar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ali Reza Memaran-Dadgar located?
Ali Reza Memaran-Dadgar is based in KIRKLAND, Washington, working with LATTICE CAPITAL MANAGEMENT LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.
How does Ali Reza Memaran-Dadgar charge for services?
Ali Reza Memaran-Dadgar's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LATTICE CAPITAL MANAGEMENT LLC?
LATTICE CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $755M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LATTICE CAPITAL MANAGEMENT LLC

James Dennis Mccarron
KIRKLAND, WA
John Douglas Mackinnon
KIRKLAND, WA

More Advisors in KIRKLAND, Washington

Kathleen Ann Miller
MILLER ADVISORS INC·KIRKLAND, WA
John Edward Buller
SOUNDMARK WEALTH MANAGEMENT, LLC·KIRKLAND, WA
Patrick Lee Sizemore
STRATEGIC WEALTH MANAGEMENT INC·KIRKLAND, WA
Nicole Miller Pioli
MILLER ADVISORS INC·KIRKLAND, WA
Fariba (nmn) Ronnasi
ELITE WEALTH MANAGEMENT, INC.·KIRKLAND, WA
Michael Lawrence Thayer
PRIVATE ASSET MANAGEMENT INC·KIRKLAND, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (382)BELLEVUE (192)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)TACOMA (34)GIG HARBOR (28)EDMONDS (22)MERCER ISLAND (19)OLYMPIA (17)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile