Steel Peak Wealth Management, LLC

Steel Peak Wealth Management, LLC (CRD# 165168) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $465,406,597 in 2,200 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    465
    MILLION
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $211,548
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, NV, TX

Financial Advisors at Steel Peak Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
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 13 years of experience in the finance industry.

2
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 6 years of experience in the finance industry.

3
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 11 years of experience in the finance industry.

4
Gerald Chikezie
CRD#: 6411043
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Gerald Chikezie (CRD# 6411043) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

5
Alano D. Massi
CRD#: 6259423
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Alano Massi (CRD# 6259423) 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
Thomas S. McCann
CRD#: 5949698
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Thomas McCann (CRD# 5949698) 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.

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 3 years of experience in the finance industry.

8
Ryan C. Saidi
CRD#: 6659702
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Ryan Saidi (CRD# 6659702) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

9
Matthew A. Keller
CRD#: 6044678
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
89
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 3 years of experience in the finance industry.

10
Mitch L. Abramson
CRD#: 6387412
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
88
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 2 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.