Unclaimed Profile

Fariba (nmn) Ronnasi

ELITE WEALTH MANAGEMENT, INC.·KIRKLAND, Washington

Series 7, Series 6619 years registeredELITE WEALTH MANAGEMENT, INC.

1014 MARKET STREET, KIRKLAND, WA 98033CRD# 4135998Firm CRD# 132122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Fariba (nmn) Ronnasi · KIRKLAND, WA

Registration

CRD #4135998 · ELITE WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELITE WEALTH MANAGEMENT, INC.

LATTICE CAPITAL MANAGEMENT LLC

Sep 2012 – Mar 2014

KIRKLAND, WA

ELITE WEALTH MANAGEMENT, INC.

Mar 2007 – Dec 2023

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 15, 2007

Years registered · 19

Disclosure History

2018Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ELITE WEALTH MANAGEMENT, INC.

CRD 132122 · SEC 801-63310

AUM

$996M

Regulatory assets under management

Employees

1,754 client accounts

Services offered by ELITE WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ELITE WEALTH MANAGEMENT, INC. →

Introduction

Speak with Fariba

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

Not sure if Fariba 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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Fariba (nmn) Ronnasi offer?

Fariba (nmn) Ronnasi specializes in Investment Management, Fee-Only Advisory.

What are Fariba (nmn) Ronnasi's credentials?

Fariba (nmn) Ronnasi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Fariba (nmn) Ronnasi located?

Fariba (nmn) Ronnasi is based in KIRKLAND, Washington, last registered with ELITE WEALTH MANAGEMENT, INC..

How does Fariba (nmn) Ronnasi charge for services?

Fariba (nmn) Ronnasi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELITE WEALTH MANAGEMENT, INC.?

ELITE WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $996M 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 →