Richard Winer, financial advisor Woodland Hills CA

Richard Winer

CRD Number: 2317830
Current Firm: Steelpeak Wealth, LLC
Compensation Model: Both

Richard Winer (CRD# 2317830) is the founder, president and CEO of Winer Wealth Management, Inc. in Woodland Hills, CA and has over 21 years of experience in wealth management and financial planning.

 

As president and CEO of Winer Wealth Management, Rich oversees the financial affairs of a select group of individuals and families in Los Angeles and throughout the United States.  His clients include actors, composers, producers, directors, managers, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry.  As a former professional musician, Rich understands the special needs, requirements and concerns of people in the entertainment industry. In 2011, he was interviewed by E! News Daily's Ken Baker on the subject of how celebrities can protect themselves from fraud and financial scams. More recently, he was featured in an article in Variety on how financial advisors helped their entertainment industry clients during the 2008 bear market. Rich has been mentioned and quoted in various financial publications including The Wall Street Journal, Investor's Business Daily, Financial Planning Magazine, Fiduciary News and the Los Angeles and San Fernando Valley Business Journals.

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Company Name Location Dates Years
Steel Peak Wealth Management, LLC Woodland Hills, CA Aug 2016 - Current 7
Isagenix International LLC Chandler, AZ Jan 2016 - Current 8
Winer Wealth Management, Inc. Woodland Hills, CA Jun 1994 - Aug 2016 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Richard S. Winer
By the Numbers
  • Total Assets Under Management
    2,535
    MILLIONS
  • Total Number of Accounts
    7,094
    ACCOUNTS
  • Average Account Value
    $357,388
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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