Steel Peak Wealth Management, LLC

Steel Peak Wealth Management, LLC (CRD# 165168) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $701,630,592 in 1,628 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    702
    MILLION
  • Total Number of Accounts
    1,628
    ACCOUNTS
  • Average Account Value
    $430,977
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, NE, NJ, NV, NY, PA, TX, UT

Financial Advisors at Steel Peak Wealth Management, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Andrew Davis
CRD#: 5823706
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
93
Wealthminder
score

Andrew Davis (CRD# 5823706) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 7 years of experience in the finance industry.

2
Tyson E. Kunst
CRD#: 4683751
3017 Douglas Blvd #300, Roseville, CA 95661
93
Wealthminder
score

Tyson Kunst (CRD# 4683751) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Roseville, CA and has over 14 years of experience in the finance industry.

3
Roxana S. Maddahi
CRD#: 5400917
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
93
Wealthminder
score

Roxana Maddahi (CRD# 5400917) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 7 years of experience in the finance industry.

4
Alireza N. Zamani
CRD#: 4807530
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
93
Wealthminder
score

Alireza Zamani (CRD# 4807530) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 12 years of experience in the finance industry.

5
Mitch L. Abramson
CRD#: 6387412
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Mitch Abramson (CRD# 6387412) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 3 years of experience in the finance industry.

6
Matthew A. Keller
CRD#: 6044678
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Matthew Keller (CRD# 6044678) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.

7
Millu C. Ramirez
CRD#: 6178879
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Millu Ramirez (CRD# 6178879) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 5 years of experience in the finance industry.

8
Neil M. Squires
CRD#: 6375437
Rocklin, CA
90
Wealthminder
score

Neil Squires (CRD# 6375437) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Rocklin, CA and has over 3 years of experience in the finance industry.

9
Gerald Chikezie
CRD#: 6411043
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
89
Wealthminder
score

Gerald Chikezie (CRD# 6411043) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 2 years of experience in the finance industry.

10
Ryan C. Saidi
CRD#: 6659702
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
88
Wealthminder
score

Ryan Saidi (CRD# 6659702) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 2 years of experience in the finance industry.

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