Steelpeak Wealth, LLC

Steelpeak Wealth, LLC (CRD# 165168) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $1,893,025,457 in 6,027 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,893
    MILLION
  • Total Number of Accounts
    6,027
    ACCOUNTS
  • Average Account Value
    $314,091
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

Financial Advisors at Steelpeak Wealth, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Luke E. Anderson
CRD#: 6692673
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Luke Anderson (CRD# 6692673) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 6 years of experience in the finance industry.

2
Joseph F. Auday
CRD#: 5551666
9465 Wilshire Boulevard, Suite 300, Beverly Hills, CA 90212

Joseph Auday (CRD# 5551666) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Beverly Hills, CA and has over 15 years of experience in the finance industry. Joseph Auday has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James M. Bray
CRD#: 4786682
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

James Bray (CRD# 4786682) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry. James Bray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Eric R. Chamberlain
CRD#: 2648479
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Eric Chamberlain (CRD# 2648479) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 15 years of experience in the finance industry.

5
Steven L. Dymant
CRD#: 1878686
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Steven Dymant (CRD# 1878686) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 35 years of experience in the finance industry.

6
Maziar N. Esmailbeigi
CRD#: 4502889
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Maziar Esmailbeigi (CRD# 4502889) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 21 years of experience in the finance industry.

7
Ceasar T. Garvida
CRD#: 5226254
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Ceasar Garvida (CRD# 5226254) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 8 years of experience in the finance industry. Ceasar Garvida has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Paula J. Hart
CRD#: 3198068
610 Newport Center Dr., #420, Newport Beach, CA 92660

Paula Hart (CRD# 3198068) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

9
Andrew H. Jacobson
CRD#: 3099056
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Andrew Jacobson (CRD# 3099056) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 25 years of experience in the finance industry.

10
Michael T. Janis
CRD#: 5308832
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

Michael Janis (CRD# 5308832) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 16 years of experience in the finance industry.

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